The Quotation module enables users to generate, send, and track service or product quotes for clients and internal requests.
Quotes can include itemized pricing, terms, validity dates, and approval workflows.
Each quote is linked to assets, services, or contracts for traceability.
Users can convert approved quotes into work orders or AMC entries.
This module streamlines sales and procurement workflows.
- Create and send itemized quotations
- Track status: draft, sent, approved
- Link quotes to assets or services
- Convert quotes to work orders
- Maintain quote history and revisions