The e-manageONE manage|ONE Quick Quote module is offers a streamlined way to quickly create a quote for a customer and process an order within a single window, ideal for scenarios such as a reorder in one window without having to create a project first.
The difference between a Quick Quote and a regular project is that a regular project typically requires multiple steps and multiple people to work on it. With a quick quote you can add parts or import parts and process the quote / order and it will create the project at the same time.
Watch the video below to see how to use the quick quote features in detail!
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walk-in purchases.
Unlike regular projects, which typically involve multiple steps and require input from various team members, the Quick Quote feature simplifies the process. You can easily add or import parts, process the quote, and create both the project and the order simultaneously.
In this section, we will guide you through the steps to effectively use the Quick Quote feature, ensuring a smooth and efficient quoting and ordering process.
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