Sales & CRM·지원 코드CRM-002 관리자 / 담당자용

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

[Steps]

1.Sales → Quotations → Create Quotation
2.Select customer
3.Set quote date and expiry
4.Add line items (name, qty, unit price, tax rate)
5.Enter notes and payment terms
6.Save (draft status)

[From template]

Use saved quotation templates to auto-fill common line items.

[PDF export]

Click "Export PDF" on the quotation detail page. Company logo and address are auto-included.

[Approval workflow]

Quotations above a certain amount may require manager approval (⚠ depends on tenant settings).

Click "Submit for Approval" to start the flow.

[Status flow]

Draft → Pending Approval → Approved → Sent → Won / Lost

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같은 카테고리의 문서

Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Using Quotation Templates

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

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Using Quotation Templates

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Use WorkVell's built-in messaging to send DMs or create group conversations.

Export Shift Schedule as PDF or Excel

Download the shift schedule as PDF, Excel, or CSV for printing and sharing.

Managing Customer Contacts

Track multiple contacts (people) within each customer company and centralize your communication history.

Assigning and sending an assessment to a candidate

How to assign a created assessment to a candidate and send the invitation — via the applicant board, the applicant detail panel, plus how notifications work.

Admin: How to Send a Document Request

Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.

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