If you receive a quote request from your customer, you can easily record it in ABRA Flexi and then create a price offer from it. Follow the steps below:
Creating a Received Quote Request
In the top menu, select: Sales → Received Quote Requests.
Click the New button.
A document editing window will open. Fill in:
basic customer details,
the requested goods or services,
any other required information.
If you pre-fill the NAV: Issued Offer field, the system will automatically suggest this document type in the next step.
Once saved, the received quote request will be created.
Creating an Issued Offer
Convert the open quote request to an offer using the SERVICES → Issued Offer button.
The new document editing view will appear.
Review and adjust if necessary:
prices,
offer terms,
delivery dates.
Save the document.
Further Work with the Offer
You can find the saved document in the top menu: Sales → Issued Offers.
Here you can monitor the status of the offer and wait for the client's response.
Tip: If the client approves the offer, it can easily be converted into an order or an issued invoice, which significantly speeds up the entire sales cycle.