Tutorial 6 - EN - Commercial Proposals, Quotes with Dolibarr ERP CRM
Channel: Dolibarr ERP & CRM - Tutorials, Conferences...
Date: 2020-06-30

Manage your Commercial proposals or Quotes in Dolibarr ERP CRM - English version

In Dolibarr, a commercial proposal or quote is a written document that captures the specifics of what you are proposing to your customer in terms of products, services, quantity, pricing, and timeline. Additional details such as the validity of the commercial proposal, payment terms, payment type, payment source, shipping method, and delivery date are captured in the proposal.

Once created, the commercial proposal enters into an approval workflow. Approved commercial proposals can be directly emailed to your customers from within Dolibarr. Depending on your company's internal and existing workflow, you can convert your commercial proposals into sales orders or directly into invoices that are payable by your customers.

If you need custom fields to capture any additional information in the commercial proposal, you can use the custom fields option to add any number of fields to the commercial proposal (See 4:29 for an illustration)

Introduction: (0:00)
Prerequisites: (0:14)
Creating a Commercial Proposal: (0:53)
Validating & Sending the Commercial Proposal: (2:46)
Commercial Proposals - Module Features: (3:39)
Adding Custom Fields: (4:29)
Conclusion: (4:47)

#dolibarr #erp #crm #quotes #proposals