Create Quotes Efficiently Inside Deals Using Hyegro

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This demo showcases how to create a quote within a deal using Hyegro's intuitive platform

Go to your-company-instance.hyegro.com

1. Introduction

You'll see how to select products, configure details, and finalize your quote seamlessly.

2. Add New Quotation

Click the Add Quotation button to start creating a new quote within your deal.

3. Open Product Selection

Click Select Product to choose the item you want to include in your quote.

4. Choose Product Item

Select the product Steel Bar to add it to your quotation.

5. Set Product Discount

Click the Discount selector to specify the number of discoun you want to quote.

6. Adjust Quantity Value

Increase the quantity to the desired amount for your quote.

7. Confirm Quantity Selection

Click to confirm the quantity you have set for the product.

8. Finalize Quantity Input

Complete the quantity input to proceed with the quote creation.

9. Select Shipping Method

Click Shipping Method to choose how the products will be delivered.

10. Set Quote Expiration

Click Quote Expiration Date to define how long the quote will remain valid.

11. Review Quote Totals

Review the subtotal, tax, and grand total amounts calculated for your quote.

12. Reopen Shipping Options

Click Shipping Method again to confirm or adjust your delivery preferences.

13. Enter Shipping Details

Fill in the shipping method with Truck to specify the delivery type.

14. Save the Quote

Click Save to store your completed quote within the deal.

15. Access Created Quote

Click Quote-8001 to view the newly created quotation details.

This demo demonstrated how to efficiently create a detailed quote inside a deal using Hyegro. You learned to select products, set quantities, configure shipping, and save your quote for seamless business operations.

Create Quote from Deal

Create Quotes Efficiently Inside Deals Using Hyegro#

#

Go to your-company-instance.hyegro.com#

1. Introduction#

2. Add New Quotation#

3. Open Product Selection#

4. Choose Product Item#

5. Set Product Discount#

6. Adjust Quantity Value#

7. Confirm Quantity Selection#

8. Finalize Quantity Input#

9. Select Shipping Method#

10. Set Quote Expiration#

11. Review Quote Totals#

12. Reopen Shipping Options#

13. Enter Shipping Details#

14. Save the Quote#

15. Access Created Quote#