Embedded Files
The quote function has been enhanced to make it mobile friendly.
Reported use case:
The ability to create a business quote on a tablet during a customer visit and collect their signature .
To make use of this feature:
1. Proceed to the customer page under the section Last 5 Quotes to create an order by selecting 'add' link. - fig.1.
Fig 1: Add link to create a quote
2. There are two ways to send the quote to the customer.
a) After the order is created click the envelope icon 'Send Quote to Customer' -fig.2.
b) Collect a signature by using 'Send document/ content to customer' link - fig.3.
Fig 2: Send Quote to Customer.
Fig 3:Collect Qutote Signature .
Published Date: 16 October 2025
Engineer: AP
Service Provider: Fecc-CL
---
Title: Mobile Friendly Quote
Product: SIMPLer
Module: SIMPLer Customer Relationship management
Tags: Quote, Sales
Audience: Sales Representatives, CSR, Customer Service Representative, Users
Description: Create quotes on a mobile device and collect signature. Alternately sent by email for customer to sign at a later stage.
---
Contact Azotel Support:
Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.
Page updated
Report abuse