Quote

Use Cocoacc Quote to provide a quote to prospective customer. After customer approve your quote you can convert quote to sales order or invoice. Quote is a non-posting transaction. It does not affect your chart of accounts.

Open Quote app from

  • Customer Menu -> Click Quote icon
  • Or Enter url http://localhost/Quote on your browser.
  • Or specify server ip address if you connect from other devices (notebook, tablet, smartphone or peer pc) : http://192.168.1.10/Quote
  • Check your server ip address here.

 

Quote Features

  • support both customer and lead
  • service date column*
  • support price level
  • support job, sales rep, class, tax
  • support discount item and subtotal item
  • memorize quote for future use
  • convert to Order / Invoice / Purchase order.
  • print and send email
  • several quote forms are provided.
  • customize quote form with built-in report designer

* — Enable or disable it per quote record (not application level)