Sending a well-crafted sales quotation to potential customers is crucial for closing deals and growing your business. It shows professionalism, helps you stand out and it makes it easier to track your leads.
Maximize your sales potential with DizLog's quotation tool. Create professional, customizable quotations and easily send them to your potential customers.
With DizLog, you can streamline your sales process and increase your chances of closing deals and growing your business.
How to Create Quotations
From the left pane of the dashboard click "Quotations" dropdown and click "POS"
Click "+New Quotation"
Fill out the following details:
Currency - this is default based on your selected currency in your business profile.
Location - select from the branches or address you have added on your business settings.
Select Customer - you can either select existing customer from your customer lists or add a new customer.
Select Item or Service - Invoicing is connected to your inventory, select from the items/services you have added to your catalog and edit the price and quantity as needed.
Fill out the following details:
Currency - this is default based on your selected currency in your business profile.
Location - select from the branches or address you have added on your business settings.
Select Customer - you can either select existing customer from your customer lists or add a new customer.
Items, Price, Quantity - Invoicing is connected to your inventory, select from the items/services you have added to your catalog and edit the price and quantity as needed.
Message to Customer - you may add additional note or reminder to your customer. You can also attach a T&C or a Reference number
New : You may now have a default message to customer, simply by clicking " Default Note ".
You have now updated the Quotation Default note for your Customers
Template Customization
Memo to Self - if you have any note for yourself regarding the invoicing you may add it here to give you as a reminder.
Then click on Send
You may view the created invoices under the same path Invoicing > Quotation
You may print, share and update your quotation by clicking on the these icons based on your desired action.
Your customer will receive an email of the quotation and should Accept Quotation
Once quotation is accepted, you should be able to create an invoice
Sending quotations may take some time and effort, but the payoff is well worth it!
As a business owner, it's essential to take the time to create professional, effective sales quotations that will help you close deals and grow your business.