Real Estate- Quotation/PI Analysis

Brief summary 

Click on reference number. 

If you want to check quotation details, you can see the new quotation would be displayed on the front screen. Click on the quotation reference number, and a new window comes in front of you. 

• It consists of basic information as given below. 

• On the top of the quotation title, the reference number is given to track the quotation. 

• On the left side, you can see the customer’s name, customer address, customer contact person details, email address, valid until, number of credit days, and project. 

• All the consolidated information displayed on the front table is given here as well. 

• Users can attach documents as supporting evidence. 

• The cost estimation of product/service details is given. 

• Users can also add any important instructions or any terms and conditions while creating quotes. 

• At the end, a financial summary is also given, which shows you the subtotal, total VAT, discount rate, discount amount, and total amount in the summary. 

• There are action buttons given on the top right side of the window. To know their functionality, go to the section Quotation Analysis and Action buttons in Quotation for further details.