Feature Release – Sales Quotes

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We are excited to introduce you to our latest feature ‘Sales Quotes’!

Previously ‘Quotes’ was a Sales Order status. We’ve separated it out and built a complete quoting function to replace it.

You can now easily create, send and manage quotes with Unleashed.

Once a quote is created, new quote statuses allow you to keep track of what stage the quote is at. And when a customer accepts a quote, one click is all it takes to create the Sales Order.

With Sales Quotes you’ll be able to:

  • Easily create and send quotes to your customers
  • Manage and report on quotes separately from Sales Order
  • Set expiry dates and track the status of quotes

To learn more about Sales Quotes and how to use it view our tutorial or read the release notes.

If you’ve got any questions about this release, please feel free to flick an email through to support@www.unleashedsoftware.com.

We hope you enjoy using this great new feature!

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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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