Users can create quotes in Enterpryze either attached to leads or stand alone. Quotes are designed to provide the customer with details of an agreed price for products. Quotes are presented in either the 360 screen or in the Quotes section of the CRM module.
You can add up to 100 User Defined fields for sales transactions and decide to have them just in Enterpryze or map them to UDF’s in SAP Business One. These UDF’s are at a header level not at a line level. To facilitate additional information at a line level Enterpryze uses the comments field from SAP Business One.
Quotes supports the image function at a stock level so users can see a preview of the item they are selecting for the quote. These images are stored in Enterpryze and do not sync to SAP Business One.
Quotes can be copied to Orders in full or part. This link will be visible in SAP Business One.