Centralized Management of Customer Quotations on the Platform #
The “Platform Customer Quote” section is designed to manage, track, and review all customer quotations submitted via the platform. This tool enables your sales and support teams to efficiently access quote history, monitor status updates, and ensure timely customer follow-ups.
Key Features in the Platform Customer Quote Tab #
- Search & Filter Options:
- Search by Quotation No.
- Search by SKU
- Precise Match Capabilities
- Filter by Quote Status:
- Confirmed
- Wait Confirmed
- Open
- Search by:
- Status
- Company
- Customer
- Sales Representative
- PO Number
- Remarks
- Date Filter:
- Quote Date (Begin – End)
- Displayed Information:
- Quotation No.
- Status
- Related Sale Orders
- Customer Name
- Total Quantity (PCS)
- Total Sales Amount
- Quotation Date
- PO Number
- Remarks & Qty Info
- Freight Charges
- Discount Rate
- Gross Profit Rate (GPR)
- Total Weight/Volume
- Quote Email
- Expected Delivery Date
- Created By (User)
To Navigate: Accessing the Platform Customer Quote Section #
- Go to the “Website” tab
- Under Platform Registration, select “Platform Customer Quote”
- The quotation records will be displayed in a list view
- Use the filtering options to quickly locate specific quotes by number, status, or customer information
Benefits of the Platform Customer Quote Feature #
- Centralizes all customer quotes in one place
- Tracks sales progress quotation to order
- Improves transparency across sales teams
- Facilitates faster follow-up and customer communication
- Supports pricing consistency and discount control
- Enhances data visibility for reporting and forecasting
The Platform Customer Quote tool empowers businesses to manage customer interactions with speed and precision. By leveraging this centralized quotation system, your team can deliver better customer service, increase quote conversion rates, and maintain clean records for every potential sale.
