Create Quote for Customer

You can create, send, and manage quotes for your customers. You can add Hikvision products, products of other brands, and additional services to the quotes for your customers, and the created quotes can be sent to your customers in the format of PDF or Excel, which increases your professionalism.

1. Enter the My Quote for Customer page.

   • Tap Home > Quotation > New Quotation for Customer.

   • Tap Home > More > Tools > Quotation > New Quotation for Customer.

2. Optional: Tap in the upper-right corner to set the currency unit.
3. Enter the customer name.
   Note:

   Tap More Info to set more information such as email and phone for the customer.

4. Optional: Select products.
   1. Tap Select Product.
   2. Select products from my usual products.
   3. Optional: Tap Add Product in the upper-right corner, enter the product information such as model and brand to add more products to My Usual Products.
   4. Tap Add to Quote.
5. Optional: Add additional fees.
   1. In the Fee Name area, tap Select to select the additional fees.
   2. Optional: Tap in the upper-right corner to add other additional fee types.
   3. Tap Confirm and Return.

   The selected additional fees and their sub total are displayed in the list.

6. Optional: Enter the discount, tax, notes, and the delivery date.
7. Set your contact name.
   Note:

   Tap More Info to set your email, phone number, etc. Tap Bank Info to set your bank information.

8. Tap Save.
9. Optional: Perform further operations.

   Option	Description
   Search for Quotes	Enter keywords of customer name in the search box to search for quotes.
   View Quote Details	Tap a quote to view its details such as customer name and products.
   Edit Quote	Tap > Edit to edit the quote. On the Quote Details page, tap to edit the quote.
   Delete Quote	Tap > Delete to delete the quote. On the Quote Details page, tap to delete the quote.
   Duplicate Quote	Tap > Duplicate to duplicate the quote.
   Share Quote	Tap , select a template, and tap Share to share the quote with others. On the Quote Details page, tap Share to share the quote with others.