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Features for Sales Agents»Quotes
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Last modified on 10/26/2012 1:20 PM by User.

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Quotes

OASIS supports both projects and quotes. A project is designed to handle several related jobs together such as jobs that occur at the same place or involve the same national account .  Projects contains the most tools and is more sophisticated.  Quotes was meant to handle less complex jobs and a small one or two item quotes to a particular customer. 

  • Quick quotes feature allowing for quoting multiple customers outside of the project
  •  Daily quotes feature allows you to select a particular customer for the quote
  • Convert quotes into orders easily 
  • The quotes section can be turned off to leave only the projects section available to users.
  • Search for both quotes and projects in either application