Quote / Contract / Invoicing Module

How can I create a quote or invoice template?
If you want to create a quote or invoice template follow these steps: A.- Go to Biz Setup  -> Quote Template B.- Click on "+ Add new templ...
Fri, 1 Jun, 2018 at 11:01 AM
Editing the different sections in quotes templates
The 3 templates have different variants of design and grouping of the sections. Select the one that best suits your needs. The editing options are the same ...
Fri, 1 Jun, 2018 at 11:01 AM
How can I edit or delete a quote or invoice template?
To modify or delete one of your templates follow the next steps: 1.- Go to the Biz Setup menu -> Quote Template  2.- Here you will see a table...
Fri, 1 Jun, 2018 at 11:01 AM
How to select a default quote or invoice template?
Osmos has a pre-defined quote and invoice template that is used every time you send a quote or invoice. If you want to create and use your own template foll...
Fri, 1 Jun, 2018 at 11:00 AM
How can I create a quote or estimate? (6 different ways)
There are 6 different ways to create a quote or estimate: 1. Creating a new customer Create a new customer from the Customer module. When saving yo...
Wed, 20 Jun, 2018 at 7:12 PM
What is the minimum required info to create a Quote?
  To create a quote you only required to select 3 things: 1) Product or services being quoted and the quantity 2) Select a Quote stage 3) Select a cu...
Fri, 1 Jun, 2018 at 11:19 AM
Quote top menu functionality?
Each button in the top menu, when clicked, it opens the corresponding section of the quotations module. 
Fri, 1 Jun, 2018 at 11:23 AM
What information is displayed on "Client Profile" section?
In this section, you will find information about your client such as name, address and contact information. The information is fetched from the customer mo...
Fri, 1 Jun, 2018 at 11:26 AM
Is it possible to create a quote without customer information?
NO, you are required to assign a customer to a quote. The 1st step is to create or assign a client to a quote. 
Fri, 1 Jun, 2018 at 11:28 AM
"Dates, Times and Invoicing" section on quote module
In this section is where you will set: 1) Stage of the Prospect  quote 2) Expiration date of the quote 3) Date 1 ** 4) Date 2 ** 5) Time 1 ** 6) Ti...
Fri, 1 Jun, 2018 at 11:33 AM