How to create, view and approve Quotation from Mobile App?

Created by Binita Goswami, Modified on Wed, 25 Sep at 12:17 PM by Binita Goswami

Here is a reference video:




DreamzCMMS mobile app has two options to create a quotation. 

  • Tap on + icon at lower panel

  • Tap on Quotation



  • Fill up the form

  • Tap on + sign to add customer, parts, Miscellaneous cost, labor cost

  • Add signature

  • Tap on Attach files to add document

  • Tap on checkboxes to confirm the notification

  • Tap on Save to complete quotation  or Preview to see the quotation

       

            


  • Another way to add quotation 

  • Open the Opportunity list view

  • Tap on three dot for a specific opportunity


How to view quotation and approve


Tap on Quotation at lower panel

Tap on Approve button to approve the quotation

Tap on Accept / Reject button to complete the quotation

      

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