Opportunities and quotes: track deals, print a quote

Track deals with line items from a catalog, name the decision makers, plan follow-ups and print a quote as a PDF.

What it does

• Opportunities track a deal from first contact to the end, on the relation it belongs to.
• Line items can be added from a catalog of articles.
• Decision makers are named on the opportunity, so you know who to talk to.
• Follow-up plan: tasks and follow-up dates on the opportunity.
• Quotes are printed as a PDF from the opportunity.

Good to know

A quote made here is a document for your customer. If your company links an external sales system, the manual explains what is synchronised. See Opportunities and quotes.