Osmos Cloud

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...

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 ...

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...

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...

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...

  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...

Each button in the top menu, when clicked, it opens the corresponding section of the quotations module. 

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...

NO, you are required to assign a customer to a quote. The 1st step is to create or assign a client to a quote. 

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...