Quotations
Price a training for a client.
Overview
CPD quotations are the Sales quotation documents opened inside CPD. Instead of “Convert to Order”, a CPD quotation offers “Create Engagement”, which opens a new engagement pre-filled from the quotation. You need Sales permissions to use these screens.
When to use quotations
- A client asks for a price.
Step by step
In the CPD Training module open Engagements in the green navigation bar, then choose Quotations under Sales.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: QUOTATION #, CUSTOMER, DATE, EXPIRATION, STATUS, TOTAL AMOUNT, ACTIONS.
- Actions on the screen: New Quotation.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.engagements.cancel
- cpd.engagements.create
- cpd.engagements.delete
- cpd.engagements.read
- cpd.engagements.stage
- cpd.engagements.update