Manage Quotes with Customers

Icon admin
2 min read

Where can I manage the quotes sent to my customers?

1. To view the quotes associated with your customers, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

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 your customers.

saphyte quotes tab

4. To add more quotes associated with your customers, 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 template