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
It is possible to configure a few elements:
Administrator interface > Legal Agencies > Advanced settings tab
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.
Good to know:
It is possible to configure your own quotation template by using our app: DocTemplates