| Features |
| Create estimates and quotations for both customers and prospects |
| Include existing stock items, services, materials and tasks on quotations plus create new stock items |
| Flexible costing and pricing methods - schedule of rates/price lists, build up from components plus margin or uplift or via user-defined calculations |
| Multi-level item build-up |
| Use manufacturing Bills of Materials, standard builds or pick-list templates of potential components |
| Include detailed comments against each item |
| Terms and Conditions clauses |
| Status codes for quotation tracking |
| Copy from existing quotation |
| Create multiple revisions of a quotation |
| Optionally create a sales order and/or contract and new stock items, assemblies, customer and suppliers when a quote is won |