Creating a Sales Quote in Unleashed

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What is a Sales Quote?

A Sales Quote enables a potential buyer to see what the costs might be for the product or service that is delivered to them.

Using Sales Quotes in Unleashed

In Unleashed, you can use Sales Quotes to start the sales process simply by setting up a quote and sending this to the customer for review.

Unleashed provides you with four different quote statuses (Draft, Pending, Accept and Cancel), so you can track your sales quotes effectively.

From sending a quote to a customer, right through to the sales order; Sales Quotes is a complete and transparent solution for your quoting requirements.

The following process diagram demonstrates how Sales Quotes are created and sent to customers before becoming Sales Orders in Unleashed. Sales Quotes are an optional function within the Sales module.


Click Add Sales Quotes to find out more.

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Melanie - Unleashed Software

Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.

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