Ooctal Business Platform • Quotes

Quotes

Create and review quotations within the sales process, using customer and product information available to your company.

Workflows in this module

Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.

Prepare sales quotations associated with customer records.

Use configured products and pricing in supported quotation workflows.

Connect quotation activity with orders and invoices where supported.

Confirm the modules and reports available in your subscription.
Test the workflow with your own records, roles and business rules.
Validate country-specific tax, payroll or regulatory requirements with a local specialist.

Ooctal Business Platform

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