How to Generate A Quotation Directly from the Opportunity?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Opportunities” from the menu dropdown. (CRM > Opportunities)

Step 2: You will be redirected to the opportunities dashboard. From the top menu bar click on “Manage Opportunities” or “My Opportunities” accordingly.

Step 3: Click on the edit of the opportunity you want to send the quotation.

Step 4: From the right side tabs, click on the “Quotations” tab.

Step 5: Click on “Add Quotation” and fill in the details to create and send the quotation as mail from here directly.