Customer Quotation View Drafts

Customer Quotation states a commitment from a seller to offer products or services for a specific price as notified to the buyer. It refers to a document which is generally sent to potential customers with an offer to sell goods or services at a specific price.

View Drafts feature enables you to see the draft quotation and enables you to edit them and save it as a final customer quotation.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Step 1: Go to Proforma Invoice/Quotation under Accounts Receivable-Sales tab in Deskera ERP.

Click on View Drafts.Fig 1.5.1.4.1 View Drafts

Step 2: You can view all the drafts here.   

Select the customer quotation and click on Edit.Fig 1.5.1.4.2 View Drafts

Step 3: Make required changes and click on Save.  The customer quotation will be saved.  Fig 1.5.1.4.3 Edit Drafts