How can I prepare quotations for my clients?

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PrafulGaikwad
Private First Class
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TopSolid Module: TopSolid'Wood
TopSolid Version: 6.19

How can I prepare quotations for my clients?

Unread post by PrafulGaikwad »

Hello,

We work with mostly kitchens and wardrobes.

Can anybody guide me how can I prepare quotations quickly for our clients thru TopSolid I hope BOM+Excel.

I have so many libraries prepared but BOM output from TopSolid is little bit difficult to manage for quotations.

If anybody have any idea or sample files to share with me it will help a lot.

I am not used to with MS excel, but can manage if I have any example.

Thanks in advanced.
RaudMees
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Answers: 3
TopSolid Module: TopSolid'Wood
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Re: How can I prepare quotations for my clients?

Unread post by RaudMees »

Hello

First and good option is TopSolid Quote for that. But to set it up its a big job. Anyway it will be kinda big job to connect parts to price list.
If You use some ERP system, then You have prices already there. Make connection between parts and price list (usually Excel, csv or txt file).
Last option is pure Excel. Prices are in Excel template and after exporting BOM to template, then sorting-filtering-connecting and done.

RM
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