Create a Preset quote/ Bundle
- OSS/BSS Answers
- App Model - Organization Management
- App Model - Communication Apps Answers
- License Model - Organization Management
-
License Model - CPaaS Solution Answers
Phone System - Admin Guide Phone System - End-user Guide Mobile App Desktop App Web Phone Auto Attendant - Admin Guide Developer Hub - Admin Guide Microsoft Teams Operator Connect - Admin Guide Microsoft Teams Direct Routing - Admin Guide Contact Center - Supervisor Guide Contact Center - Agent Guide Omni-Channel SIP Trunk CPaaS - SIP Trunk CPaaS Fax Contact Dashboard Campaign File Explorer
- Integrations Answers
- Updated Regulations
- Ideas Portal
Table of Contents
In order to create a Preset quote, please follow the steps below:
Create Presets
- Go to the Price List app
- Select Products
- Add a particular product variant to the Basket
- Click Basket to check and process
- Quantity
- Discount
- Total price (before Tax)
- Choose Save as Preset
- Fill in Name (required) and Description (optional)
- Save
Manage Presets
Recheck the Presets
You can recheck the created Presets through the Presets tab:
Edit the Presets
Quotes
In order to create a quotation from the existing preset, please follow the steps below:
- After selecting and reviewing presets, you can continue to Create Quote
- Add:
- Name of Quote
- Email of Recipients
- Save:
-
Save as draft then export to PDF:
- Export these Quotes as a PDF file
- Convert these Quotes to Invoice App
- Save as draft
-
Save then send
- Send these Quotes to the Recipients
- Convert these Quotes to Invoice App
-
Save as draft then export to PDF: