Alexa Best Small and Medium Business CRM Software - ConvergeHub

Quotation Details

You can view the details of a Quotation by clicking on the respective quotation in the Quotation Listing page. You will be able to view the details of the Quotations through the Tabs i.e. General, Details, Address, Other and Tags. You will also be able to view all the updates on the corresponding Quotation through the Feed tab.

  • The quote can be added to your favorites by clicking on ConvergeHub.
  • The quote can be followed by clicking on ConvergeHub. By doing so, you will be able to receive all the quote status change and update in the feeds.
  • You can edit the quote detail by clicking on the ConvergeHub link.
  • Information about the quote such as Assigned To, Deal Name, Quote Stage, Valid Till, Contact Name, Account Name, Carrier and Comments is displayed under the General category.
  • The Details tab displays information on Quotation such as Product Name, Qty, Unit Rate, Sale Rate, Tax%, Tax and Total. It also displays the Grand Total obtained after applying Discount, Tax and Adjustments.
  • The Address tab displays the details of the Billing Address and Shipping Address added for the Quotation.
  • The ConvergeHub will take you to the previous page.
  • The ConvergeHub icon helps you add notes to the quote.
  • You can Copy, Edit, Print and Convert Invoice by clicking on the action drop down.
  • You can put your Comments on the Comment field and can view Comments of others.

Feed Tab

You can view all the updates on the corresponding Quotation through the Feed tab.

  • You can share link from the ConvergeHub option.
  • You can write your own comment in the comment box and share it with other users by clicking on the ConvergeHub tab.
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