2 minute read

How to Save and Manage Customer Quotes

The ability to save quotes for later review or adjustment with Epicor ERP is a great benefit to customers. It allows for a streamlined workflow and makes it easier for users to find quotes they need to change or review.

With Epicor, users can store quotes and other documents in their own data centers, allowing for secure storage and easy access. To save a quote for later review or adjustment, users can simply select the offer and click the “Save” button. Once stored, users can access it at any time from the data center. There are options to save multiple quotes in folders, allowing users to quickly and efficiently organize and store their documents.

Epicor’s system also allows users to quickly and easily make adjustments to stored quotes. In document view, users can edit and delete information as needed. Users can also adjust prices and product details while editing a saved listing. The Epicor ERP system’s easy-to-use interface makes it easy and simple for users to make quote changes.

Epicor not only makes it easy for users to save and customize quotes, but users can quickly access their saved quotes. Searches can be performed quickly and easily to find quotes, while users can also view saved deal lists if needed. Additionally, users can quickly and easily create custom reports, giving them quick access to the information they need.

Epicor’s ERP system allows users to easily save and customize quotes for later review. The system’s user-friendly features offer users a streamlined workflow and make it easy for them to find and personalize offers. Users can quickly access information when they need it while generating custom reports. All of these tools and features that work with Epicor’s ERP system make this an ideal solution for users who want to save quotes for later review.

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