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User
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Create quote
Fill customer details and create offer from cart.
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Working on request
—
Clear
A) Employee data
From
From (employee who created the offer) — details filled from selected user
From
*
— Select username —
Outdoor
(optional)
— Select username —
Department
Outdoor Department
Name
*
Phone
*
Email
Outdoor Name
Outdoor Phone
Outdoor Email
B) Company Info
Company
Company type
*
— Select —
Supplier
Consultant
Contractor
Developer
Factory
Other
Other (specify)
Company code
*
Search
Company name (AR)
*
Company name (EN)
*
Will auto-fill from CRM search if available.
Company name (EN) must be English only (no Arabic or other non-Latin characters).
C) Client Info
Client
Client name
*
Exported offer contact name (EN)
Used on exported offer (customer name).
Client number
*
Client email
(optional)
Modifications
(optional)
Optional attachments
Optional
CAD
(optional)
Compressed
(optional)
Datasheet
(optional)
Files count
(optional)
Create offer from cart
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CRM Search
Type company code to search…
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ID
AR
EN
Contacts
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Name
Mobile
Click OK to fill Contact name & number.