Manage Quotes with Companies

Icon admin
2 min read

Where can I manage the quotes sent to companies?

1. To view the quotes associated with Companies, go to the ‘Companies’ section.

saphyte companies tab

2. Choose the Company name from the Companies list. You can use the filter for an easier search.

saphyte search box

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button. Click on the ‘Quotes’ tab. On the Quotes tab, you can find the quotes sent to a company.

saphyte quotes tab

4. To add more quotes associated with a company, click on the ‘+CREATE’ button.

saphyte create quotes

5. Fill out all the necessary quote details and click on ‘NEXT’.

saphyte quotes details

6. Select a Template from our available template selection. Once done, click on ‘SAVE QUOTE’.

saphyte quotes templates