Comodo Help
Find the desired product help
Xcitium Platform

Xcitium Platform

CRM - Admin Guide

English

Print Help Download Help
Marketing And Sales > Quotes
  • Introduction To CRM
    • Login To CRM
  • The CRM Admin Console
    • View And Manage The Home Console
    • Configure Your Preferences
    • Use Search Option And Filter Option In CRM
  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
      • Track Campaigns
      • Associate Records From Other Modules To A Campaign
      • Mass Management Of Campaigns
    • Leads
      • Create New Leads
      • Manage Leads
      • Associate Other Records With A Lead
      • Mass Management Of Leads
    • Organizations
      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
  • Tools
    • Email Templates
    • Add Website Bookmarks
    • View And Manage Calendars
      • Manage Shared Calendar
      • Update And Manage Calendar Entries
      • Manage Calendar Settings
    • Recycle Bin
  • Analytics
    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
    • Configure The Picklist Editor
    • Manage Company Details
    • Configure Miscellaneous Settings
      • Outgoing Email Server Settings
      • Edit Terms And Conditions
      • Manage Currencies
      • Manage Tax Calculations
  • Custom Views
  • About Comodo Security Solutions

Quotes

 

A 'Quote' is a statement of offered services and prices sent by a seller to a prospective buyer. Quotes usually contain a detailed list of products and services, prices and taxes, delivery dates, terms and discounts and more. You can edit quotes at any time to update details as required.



 

  • View existing quotes – Click 'All' > 'Quotes'
  • Create new quote – Click 'All' > 'Quotes' > 'Add New Quote'
  • Edit a quote – Click 'All' > 'Quotes' > open a saved quote > 'Edit'
  • Send a quote - Click 'All' > 'Quotes' > open a saved quote > 'More' > 'Send Email with PDF'

The following sections explain how to create and manage quotes in Customer Relationship Management (CRM):

  • Create Quotes
  • Manage Quotes 
  • Associate Records From Other Modules To A Quote 
  • Mass Management Of Quotes

Our Products
  • Free Antivirus
  • Free Internet Security
  • Website Malware Removal
  • Free Anti-Malware
  • Anti-Spam (Free Trial)
  • Windows Antivirus
  • Antivirus for Windows 7
  • Antivirus for Windows 8
  • Antivirus for Windows 10
  • Antivirus for MAC
  • Antivirus for Linux
  • Free Endpoint Security
  • Free ModSecurity
  • Free RMM
  • Free Website Malware Scanner
  • Free Device Manager for Android
  • Free Demo
  • Network Security
  • Endpoint Protection
  • Antivirus for Android
  • Comodo Antivirus
  • Wordpress Security
Cheap CDN
  • Bootstrap CDN
  • Semantic UI CDN
  • Jquery CDN
  • CDN Plans
  • CDN
  • Free CDN
Enterprise
  • Patch Management Software
  • Patch Manager
  • Service Desk
  • Website Down
  • Endpoint Protection Solutions
  • Website Security Check
  • Remote Monitoring and Management
  • Website Security
  • Device Manager
  • ITSM
  • CRM
  • MSP
  • Android Device Manager
  • MDR Services
  • Ransomware Prevention
  • Managed IT Support Services
  • Free EDR
Free SSL Certificate
Support Partners Terms and Conditions Privacy Policy

© Comodo Group, Inc. 2024. All rights reserved.