Although the vital parts of the quotation is fixed, iCRM acknowledges the need to add your own information and personalise the quotation. Therefore iCRM’s quote module allows you to create multiple templates and modify the text contained below the quotation to suit your customers.
To create a quotation layout, user need to go through the simple guide as shown below.
Printing documents such as invoices, quotations or reports is always a very important practice. iCRM has integrated a function that allows you to preview your documents and conveniently prints it be it in paper or PDF format.
To print a quotation, please go through the simple guide as shown below.
iCRM’s online quoting module is capable to automatically calculate and generate sales quotations based on customers’ or employees’ specified requirements. You can create professional PDF quotes swiftly and accurately with the help of our online CRM system.
To create a quotation for your customer, you may go through the simple guide as shown below.
iCRM has tried to integrate commonly used functions and features. The Item Price in our online CRM system allows you to set various prices for 1 item.
With such price segregation, you can keep track of your products and control its pricing to accommodate multiple situations. As we all know, accessible and comprehensive pricing will attract more customers.
To add item price, user need to go through the simple guide as shown below.
In iCRM, user can add product items into the online CRM system and send quotations to customer.
Below is a simple guide to show you how to add and setup items.
