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.
- 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)