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Quotes & products
Quotes with monthly or yearly fees (SaaS, maintenance) and the products and plans you quote often. For turning a quote into a contract and invoices, see Contracts.
2 개 글
- Quote monthly or yearly fees (SaaS, maintenance)중소기업・개인사업자Choose Billing per line: one-time, monthly or yearly. With monthly or yearly lines the quoted amount is the first-year total, plus the total contract value for terms over a year. When won, the deal amount is the first-year total (excl. tax).
- Register products and plans, then pick them on quotes중소기업・개인사업자Register products under Settings > Sales / CRM > Products & plans. Add from products on a quote fills in the name, unit, price and billing (one-time / monthly / yearly).