What is a quote?

This feature is only available for the following plans:
BUSINESS
Click here for more information on our plans.

 

On ForceManager, a quote corresponds to an economic proposal that has been drawn up for an account. Quotes have an economic appraisal and may be subject to discounts that affect the entire quote (header discounts) or discounts that affect a line in particular.

The quotes undergo different stages that indicate the customer’s decision and the quote status at sales level. 

Was this article helpful?
Sign up to give your opinion about our articles.