AiFlo Help Docs
  • Welcome to Aiflo
  • Product Guides
  • Field Sales
    • Area
    • Route
    • Scheme
    • Product Price
    • Product
    • Customer
    • Announcement
    • Document
    • Today Plan
    • My Visits
    • Weekly Plan
    • Orders
    • Route Plan
    • Visit Report
    • Reports by Orders
    • Reports by Visit
    • Reports by Target
    • Add Customer from the Mobile App
    • Presentation in Mobile App
    • Tracking
    • Attendance Report
    • FSA-Payment Collection
  • CRM
    • Lead
    • Lead Activity
    • Opportunity
    • Opportunity Activity
    • Customer
    • Customer Activity
    • Contact
    • Quotation
      • Share Quotation through Email
    • Invoice
      • Share Invoice through Email
    • Purchase Order
    • Target
    • Marketing
      • Configure Email Campaign
      • Configure SMS Campaign
    • Sales Pipeline
      • Stages
    • Product
    • User Mapping
      • User Permission
    • Company
    • Company Activity
    • Company
    • Bulk Edit Lead
    • Bulk Edit Opportunity
    • Bulk Edit Customer, Contact and Company
    • CRM
    • Create Invoice
    • WhatsApp Campaign
    • CRM List
  • Employee Helpdesk
    • Create Ticket
    • Manage Ticket
    • Update Ticket
    • User Mapping
      • User Permission
    • Out Duty Request
    • Regularization Request
  • Recruitment and ATS
    • Candidate Requisition
    • Create and Manage Job
      • Add Job Image
    • Create and Manage Candidate
    • Job Tracker
      • Add candidates in the tracker
      • Recruiter can perform different action
        • Shortlist
        • Create HW test
        • HW submission reminder
        • Send HW test for review
        • Create technical test
        • Schedule Interview
        • Cancel Interview
        • Send offer approval
        • Send offer
        • Upload resignation
        • Upload documents
        • Update Profile
        • Shared JD
        • Move Candidate
        • Copy Job URL
        • Duplicate Out
        • Propose Candidate
        • On Hold
        • Move to Talent Bank
        • Reject
        • Psychometric Test
        • Psychometric Test Reminder
        • Technical Test Reminder
        • Quickbook TestQuickAppFlow
      • Bulk Edit and delete candidate
      • Other actions
    • Shortlist candidate for job post
    • Recruitment Setting
    • Create Examiner
    • Create Vendor
    • Publish Job Post to Vendors
    • Configure HW test templates for different job role
    • User Mapping
    • User Permission
    • Add Qualification
    • Add Location
    • Add Skill Type
    • Candidate Portal
    • Examiner Portal
    • My Dashboard
    • Recruiter Status Report
    • Timesheet
    • Emcareer Portal
  • Onboarding
    • Onboarding Process
      • Start Onboarding Process
    • User Mapping
    • User Permission
  • Employees
    • Create Employee
  • Planner
    • Create and Manage Plan
    • Add Plan Member and Create a Container
    • Create and Manage Task
    • Add Documents
    • Create and Manage Template and Template Task
    • Configure Setting
    • Reports
    • Permission Matrix
  • Offboarding
    • Start Offboarding Process
    • Resignation
    • Configure Offboarding Task
    • Offboarding Reason
    • Permission
      • User Mapping
      • User Permission
  • Timesheet
    • How fill up Timesheet
    • How to Approve Timesheet
    • How to Reject Timesheet
    • Timesheet Reports
    • How to view offboarded employee’s timesheet
  • Framework
    • Form Designer
    • Workflow Designer
    • AI Workflow
    • Create Workflow
    • Workflow to Send Notifications
  • Attendance
    • Aiflo Attendance Setup on Mobile
    • Attendance on Desktop
    • My Team Attendance
    • Regularization Request
    • OD Request
    • Geofencing
    • Shift Allocation
    • Report
  • User Management
    • New User Management
  • Employee Helpdesk From Mobile
    • Out Duty Request
    • Regularization Request
  • Leave From Mobile
  • Holiday From Mobile
  • Employee Profile
    • Tax Declaration
  • Employee Performance
    • Set Objective and Employee Self Rating.
    • Employee Performance-Manager Rating
    • Employee Performance-Second Level Manager Rating
  • Meeting Room
  • Expense
  • Payroll
    • Configure Salary Heads
    • Payroll Structure
    • Schedule and Run Payroll
  • Project Management
    • Configure Project
    • Resource Allocation
    • PM Setting
  • Policy Document
  • Organization Chart
  • E-Directory
  • Admin Settings
  • Org Event
  • Holiday
  • Helpdesk
    • Manage Ticket.
    • Update Ticket
    • Users
    • Permission
    • Asset
      • Asset Type
      • Asset Category
      • Asset Inventory
      • Asset Search
      • Replenishment
    • Customer Portal
      • How Customer User raise a Ticket
      • Invoice and Quotation
  • Asset Management
    • Asset Type
    • Asset Inventory
    • Asset Category
    • Asset Search
    • Replenishment
Powered by GitBook
On this page
  • Create and Manage Quotation
  • View Quotation
  • Edit Quotation
  • Delete Quotation
  1. CRM

Quotation

Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions.

Create and Manage Quotation

You can add a quotation to the opportunity

To add quotation

Go to Sales and click on Opportunity

Click on the opportunity title to see all the details

Inside the details page, click on the other tab

On this page, click on +Quotation to add quotation details

Add all the details and save the form

Your quotation will get added in Quotation Details

View Quotation

To view the Quotation

Go to Opportunity Details

You can see all the details of your quotation. Here you can Download/Print quotation details and share on WhatsApp

Edit Quotation

To view the Quotation

Go to Opportunity Details

Add all the details and Save

Delete Quotation

To delete the Quotation

Give your confirmation in the popup and the record will be deleted

PreviousContactNextShare Quotation through Email

Last updated 3 months ago

PreviousContactNextShare Quotation through Email