SANCORE • Sancore QMSLIVE WORKFLOW
STEP 01
Build quotation
Select customer, items/services, currency, VAT, discount and commercial terms.
✓Customer linked
✓VAT calculated
✓Totals ready
Follow a quotation from preparation through approval and PDF delivery.
Select customer, items/services, currency, VAT, discount and commercial terms.
Quotation moves through configured approval rules before it can be issued.
Approved quotation is rendered using the selected company template and branding.