View enhanced Quotation details in CRM

Hello all, we just dispatched a new update on ToolsonCloud CRM with an enhanced view of the existing Quotation details page.

Here is a glimpse of what’s new in this update…


The data points which were present in the older version of Quotation view page was limited to the line items of a Quotation such as shipping addresses, product list, associated contacts which the users can instantly edit and save. 

However we felt that the users would also be interested in getting to know more.

What’s New?

In this update, we have made notable enhancements in the detailed view page of a Quotation.

The new Quotes view page will appear something like this:

Now, users can get a preview of their quotation, on how it will actually look when they generate a PDF output for this quote. This preview pane will display the address information, products & services list and the associated total amounts.

On the left side bar, users will be able to check out the metadata associated with this quotation. This includes the Sales owner of the quotation, the associated deal, contacts and organization. Additionally users will also be able to view the creation and last modified date of the quote. 

If users want to update any of the information, they can do so by clicking on the Edit icon on the top right corner of the sidebar card.

If the users wish to download the quotation in PDF format, they can do so by clicking on the “Download” button on the top right corner of Quotation preview card.

We hope that these visual enhancements shall help improve your experience of using ToolsonCloud CRM. Do let us know your thoughts on this.

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