Features

The Devis/Quotations app allows you to generate your quotation documents from your opportunities and positionings on Boond: 

  • A list of items per quotation

  • Default configuration of your quotations, set up by your Administrator

  • Creation of a PDF document

Settings

It is possible to configure a few elements:

Administrator interface > Legal Agencies > Advanced settings tab

Legal_Agency_Quotations.png

Creating a quotation

Opportunities module > Opportunities card

From the Information or Positionings tab, at the bottom of the page, you will find the Quotation app.

Once the quotation is created, you have the possibility to give it a title.
Quotation_Example_Title.png

Good to know:

It is possible to configure your own quotation template by using our app: DocTemplates

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