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

Created by Binita Goswami, Modified on Thu, 21 Nov at 12:06 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, pre-defined templates, items and Miscellaneous 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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