How to manage Quote Management Section in business.portify.in

Introduction #

The Quote Management Section in business.portify.in is designed to help businesses streamline their quotation processes. This section allows users to create, track, and manage quotations efficiently. This documentation provides a comprehensive guide on how to use this essential feature.

Accessing the Quote Management Section #

To access the Quote Management Section, follow these steps:

1. Log in to your account on business.portify.in.
2. Navigate to the dashboard.
3. Click on the “Quote Management” option in the main menu.

Creating a New Quotation #

To create a new quotation, follow these steps:

1. In the Quote Management Section, click on the “New Quotation” button.
2. Fill in the required fields, including client information, product details, and pricing.
3. Add any relevant notes or terms and conditions.
4. Review your quotation for accuracy.
5. Click on the “Save” button to store your new quotation.

Editing an Existing Quotation #

If you need to make changes to an existing quotation, follow these steps:

1. Locate the quotation you wish to edit in the Quote Management Section.
2. Click on the “Edit” button associated with that quotation.
3. Make the necessary changes to the fields.
4. After reviewing the changes, click on “Update” to save your edits.

Tracking Quotation Status #

You can track the status of your quotations through the Quote Management Section. Here’s how:

1. All quotations will be listed with their current status (e.g., Pending, Accepted, or Rejected).
2. Filter the quotations by status using the filtering options provided.
3. Click on any quotation to see detailed information about it, including client communications and historical changes.

Converting a Quotation to an Order #

To convert a quotation into an order:

1. Find the quotation you want to convert.
2. Click on the “Convert to Order” button.
3. Review the details and confirm the conversion.
4. The quotation will be removed from the Quote Management Section and will appear in the Orders Section.

Conclusion #

The Quote Management Section in business.portify.in is a powerful tool for managing business quotations effectively. By following the steps outlined in this documentation, users can enhance their workflow and improve their quotation processes. If you have any further questions or need assistance, please refer to our support resources or contact our help desk.