How do I create Quotations for Buyers?

Follow the below mentioned steps to create Quotations for buyers:

  • Click on the ‘Create Now’ icon.
  • Details of the product for which the enquiry is received will be automatically fetched from your catalog.
  • If you wish to add more products, click on the ‘Add Product’ button. Add product images, price, and description.
  • You can also fetch products from your catalog to add to the quotation.
  • As you enter the product name, autosuggestion list of product names will appear.
  • Select from here, the product you wish to add to the quotation.
  • Click Next to continue
  • Input terms and conditions
  • Click on ‘Generate Quotation’
  • You can preview the generated quotation before sending it to the buyer using the ‘View Your Quotation’ option. If you wish to make changes in the generated PDF, click on ‘Modify Your quotation’.
  • Click on ‘Send Quotation’.

Your quotation will be sent as an email, SMS and app notification to the buyer.




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