Manage customer interaction

Send a project quotation to a customer and update the quotation status from Approved to Sent.

Negotiate the project quotation with the (potential) customer.

As a result of the negotiations with the customer, you can register these responses:

• Confirm - The customer accepts the project quotation, and the project can be started.
• Revise - The customer requires changes to the project quotation.
• Lost quotation - The quotation does not lead to a sale. You can update the status to Lost. This ends the project quotation process.

For more information, refer to Update project quotation.