Quote / Contract / Invoicing Module

Quote Module Walkthrough
 
Tue, 1 Mar, 2016 at 11:11 AM
Why am I not able to see or open the payment information section?
If you want to see or use the "payment information" section you must select a Quote Stage that refers to the stage Approved.   If not sure wha...
Mon, 4 Jun, 2018 at 2:41 PM
How interactive buttons work on quotes?
The interactive buttons allow your customers to interact directly with the quote making it easier for you to follow-up. Clients can click on any of the foll...
Thu, 7 Jun, 2018 at 10:28 AM
How to add a promotion or discount?
To add a PROMOTION, go to the Setup / System Values and select the "+" symbol in the "Promotion" section. 2. To add a DISC...
Mon, 21 May, 2018 at 12:45 PM
How to read and send emails within the quotes module?
You can read and send email within the quote module. On the email section o to the "emails" section. Here you will find all the history of emails ...
Mon, 4 Jun, 2018 at 3:22 PM
How to get a copy of quotes sent to my email?
There's no real need to send a copy of all quotes to your email. Precisely, one of Osmos ideas is to keep all information synced and in one place; Osmo...
Tue, 19 Feb, 2019 at 4:23 PM
What are "Payment terms" section on the quotations module?
This section appears only when the quote stage makes a reference to a stage "Approved" . In this section is where you entere payment information l...
Thu, 7 Jun, 2018 at 10:23 AM
Quote Web Form or Contact Form
The quote web form is a great substitute for traditional contact forms. Imagine a world where you no longer need to capture, transcribe or copy-paste...
Thu, 7 Jun, 2018 at 11:19 AM
What is a Quote or Estimate?
It is a document sent to clients with the description of products, services, quantity, and pricing. It may also include clauses, payment terms and any impor...
Thu, 7 Jun, 2018 at 11:21 AM
How to setup and register for Mexican Electronic Invoice?
  To register for a Mexican Electronic Invoice you will need to: 1) Have or create an Osmos account with Mexico selected as your country 2) Once the...
Thu, 7 Jun, 2018 at 11:23 AM