Did you know how easy it is to create and send a quote in SpiceCRM?

Claudia DraxlerUncategorized

In SpiceCRM it is easy to set up a new quote, generate a PDF and send it via e-mail. All you have to do is create a new quote and save it. SpiceCRM then gives you the opportunity to create a PDF and send it in just two clicks. As always, easy, quick and simple to use.

 
Enter the desired data using the search bar, add the desired products from your products list and your quote is done, since prices and taxes will be automatically determined. Simply save and go to your new quote and you are ready to create a PDF in one click.
 
As you can see the PDF is already formatted and filled in with all the important information. Clicking on the envelope will open the mail client.

 
Using an e-mail template for your responses makes it quicker and easier. No need for typing texts over and over again or constantly changing names and addresses, saving you a lot of time and effort. Simply hit the ‘Send Email’ button and your mail is on its way.