Frequently Asked Questions (FAQs)
Here is a list of our most popular questions asked by users. Click on any question for the answer.
PAYMENT
Available payment options depend on the selected plan or licensing arrangement. For payment assistance, please contact our sales team. Payment instructions are provided through the appropriate secure payment or sales process.
If you are not comfortable with Quotationer. You can request for refund within 15 days
APPLICATION USAGE
Users can access Quotationer using their registered account credentials. During account setup, users should create a unique and secure password. For security reasons, Quotationer does not publish default usernames or passwords.
Adding pictures of items can make your quotation more visually appealing, which helps you for a quick business deal. Quotationer provides the feature of listing products with their images.
You can add pictures to the quotation by two ways either by capturing nor by browsing. By using capturing option you can capture images with any size from anywhere.quotationer will automatically resize the captured image to 150*150.
A profile is way to customise each quotation. You can create different profiles with different styles and details. By choosing a profile, it will generate the quotation according to the profile, otherwise it will generate the quotation using the default profile.
Quotationer contains fixed template designs.In order to create new custom templates, please contact us via sales@quotationer.com
Open Quotationer–> Select Configuration–>Select Product Information–>Click on add item with specification–> Enter Product Details and equations–> Add.
example: Consider your item is marble, Then you can give the formula to calculate its quantity as ‘item specification’ ie, (length*Breadth)
A specification window will open when you are selecting this item to a quotation where we have to enter breadth and length of the item. then the quantity of the item will calculate automatically.
Go to the ‘Search’ option, there you can see quotation history.If you want to edit the quotation, Click on the ‘Edit quotation’ option which will appear on the left side of each quotation.
There is no limit on the number of user accounts. You can add any number of user accounts.
Of course you can add multiple admin accounts. Only admin have the permission to configure the Quotationer.
Open Quotationer–>Select Configuration–>Select Manage Users–>Click on Add New User–>Enter Details and select the radio button ‘Admin’–>Add.
Go to the search option, there you can see quotation history.If you want to recreate a quotation for another client ,Click on the ‘Recreate quotation for another customer’ option which will appear on the left side of each quotation.