- You choose to give the client a citation and make a citation in the system.
- You make things for this citation.
- You enter items asked for by clients.
- You can arrange items for each thing of the citation.
- You can discover more data in the business procedure Citation Preparing (Design to-Request) in CRM, and in Item Setup in the Business Exchange.
You can check the accessibility of items for each thing of the citation. You can discover more data in Accessibility Data in Deals Requests.
Decide and look after conditions
The system decides the costs and the estimation of individual things. If essential you can keep up these. You can discover more data under Estimating.
Send citation to client
You can send the citation to the client either electronically, or in print.