2.1 How to create a New Quotation?

Written by One Space
Updated 3 years ago
  1. In One Space Manager Homepage, under CRM, click on Quotations List click "New Quotation"

  2. You'll be directed to Contact Info, here you can choose "Related to Deal" or pick "New Deal" and choose an existing contact or fill up new contact info. After all complete click "Next" to proceed.

  3. Next is Step 2 - "Rental Period" where you can pick a promotion and the reservation date.

  4. After you'll be sent to "Choose Unit Type" and according to contact's needs you can filter your search in order to find the ideal unit type. After selecting one, click "Next" to proceed.

  5. On "Select Unit" you can also filter your search until you meet the contacts needs. You can also choose between standard price or custom price. After all selected, click "Next".

  6. Next step is to pick an insurance. Click "Next" to continue.

  7. Finally you reach "Preview Quotation" where you have the option to download your recent created quotation. Click "Next" to proceed.

  8. In "Send Quotation" you'll have the option to email the quotation. Click "Next" to continue.

  9. This quotation can then be found under Quotations List and once clicked will present the extra options to Convert to Reservation, Edit Quotation and Download.

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