The sales quote is the first step in acquiring necessary customer data and ensuring that a customer has the most up-to-date pricing information, with all possible discounts and promotions factored in. In addition, an effective quote system keeps a historical record of quotes and enables reporting on quote activity to reveal trends, such as conversions to orders.
Sales Quotations functionality supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supports complex and high-volume environments.
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