Alexa Best Small and Medium Business CRM Software - ConvergeHub

New Quotation

New Quotation can be added by clicking on ConvergeHub link in the left column or by clicking on ConvergeHub tab in the upper right corner of the quotations listing page. Detailed information on the Quotation can be added through General, Details, Address, Other, and Tags tabs.

  • General tab helps you add information such as Name (which is compulsory) Deal Name, Quotation Stage, Valid Till, Contact Name, Account Name, Assigned To and Carrier name.
  • Detailed information on a quotation can be added through Details tab. You can select Currency and enter Product name, Quantity, Unit Rate, Sale Rate, Tax, Discount and Adjustment.
  • You can add Billing Address and Shipping Address from the Address tab.
  • After the completion of each tab, click on ConvergeHub to proceed to the other tab. Click on ConvergeHub to stop adding the new quote.