Quotation Integration in Dash SaaS
Introduction
Integrating the Quotation feature into Dash SaaS streamlines the process of creating and managing quotes for businesses. With this integration, users can easily generate professional-looking quotes directly within the platform, saving time and effort. Whether it’s for product sales, services, or project proposals, the Quotation integration empowers users to customize quotes with ease, including pricing details, terms, and product descriptions. By centralizing quoting processes within Dash SaaS, businesses can enhance efficiency, improve customer experience, and ultimately drive sales.
Workflow
Installation
Step 1 : Super Admin Access
- Make sure your super admin has access to your system before you do anything else.
- Go to the “add-on manager” area of the super admin dashboard.
- Click the “+” (Module Setup) button to start the setup procedure.
- You will be asked to upload the ZIP file for the “Quotation Add-On.”
- Remember to enable the module after the setup is complete so other people can buy it.
Step 2 : Company Settings Steps
- Once the super admin enables the Quotation Add-On, company admins can purchase it and gain access.
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
- After that purchase the Quotation add-on.
Step 3 : How the Quotation Module works.
- Once you purchase the quotation add-on, go to the sidebar and find the quotation module in the sidebar.
- On that page, you will get to see the list of quotations including all the details like quotation ID, account type, customer, warehouse, quotation date, and a column of action where you can convert the quotation into the invoice, edit the quotation, and also delete the quotation whenever you want.
- You can also create new quotations with the help of the “+” button given at the top.
- If you click on the quotation ID, you will get to see all the details regarding the quotation and you can also download the quotation with the help of the download button given over there.
So, this is how you can have access to the Quotation module of dash saas, and use it without facing any difficulties.
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