How ta add products in to create quotation

General Support
1

We are in Engineering Manufacturing Industry, I want to provide On field sales team to create Quotation on Mobile App.
Guide me How I add line of Products in CRM ,so we can use the quotation module

2

Hi Sir, This is Sanket Barot Certified Sangam CRM Partner.

Please Add your All products in Product Master Module. Make it as Taxable and Select Applicable Taxes. Just Save it and Now you have product in Quotation Line Item.

if you need still any help please Raised your query here again.

i so happy to help you.

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3

Thanks Sanket ,
I have done PDF Editor layout in Quotation successfully added Product Master,Company,Terms and Condition and Bank Details.But Stuck in
Not able to do autofetch Lead name and address of Customer in Quotation,how to do this
Please guid

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4

Sir, Quotation me Lead name nahi aayega. Opportunity ka Name aayega. Lead ko Convert karke aapko Contact, Company, and Opportunity Create karna hai. uske behalf pe aapko Quotation Create karna hai. to sari details aa jayegi.