Quotations

The Quotations window in SAM provides a comprehensive list of all quotations associated with a specific customer. Each time a quotation is created and linked to the customer’s record, it will be displayed in this window. To view detailed information about a particular quotation, simply click on the quotation entry to drill down and access the full description of the products or services listed, including service job quotations or sales orders. 

Quotations

This feature enables efficient tracking and review of all quotations for each customer, ensuring quick access to relevant information and helping to manage sales and service processes effectively

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