Quotations module

Introduction

Proposal is one of the most important documentation associated with a business organisation. This documentation provides an idea to the customers regarding their services. Tactic provides a service of creating commercial proposals or commercial quotes to enhance business experience.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup –> Module. The users then need to click on Activate. The modules will be activated after completing this step.

Life cycle of commercial proposals

The creation of a commercial proposal is done with the status of Draft. The status of proposal will be changed to Validated after being validated by an admin or another user. Upon the acceptance of the customer, the status of the proposal can be changed to Signed. If the customer refuses the proposal, the status can be change to Refused.

Creation of a proposal

Creation of a commercial proposal is performed with the Commercial Proposal menu. The option of New Proposal needs to be chosen for proceeding with the creation of a new proposal. The proposals can be modified based on the upgradation of important information. For modifying the proposals the users need to click on Modify option.