Outlook CRM Background

Quotes and Billing - Master eWay-CRM

Create quotes and invoices in eWay-CRM and keep them well-organized.

Step 1: Make a List of Your Products/Services

In order to start selling, you need to clarify the prices. If you sell goods, create a list of all your stock items. If you provide services, list them too and specify your hourly rate.

To Make a List Manually:

  1. Click New on the eWay-CRM ribbon and select Products.

    Product list

  2. Specify the Name, Product ID, Unit and List Price. Click Save and Close.

    New Product window

Outlook CRM Tip Tip for you: You can import products from an Excel spreadsheet or customize the list of units. See the links below.
How to Import Data From Microsoft Excel

How to Customize Drop-Down Menus

Step 2: Create Quotes and Invoices

eWay-CRM makes creating proposals and invoices simple, reliable and efficient. Use your product catalog to determine the price automatically.

Creating a Proposal

  1. On the eWay-CRM ribbon in Microsoft Outlook, click New and select Bookkeeping Record.

    New Bookkeeping record

  2. Choose a Name, select the type called Issued Proposal. Click Active. Also, select Company and Superior Item if you want to add the proposal to a business deal or a project.

    Issued proposal

  3. Add products/services into the bookkeeping record. You can search them by ID or Name. You can change the Quantity, Sale Price or apply a Discount.

    Searching Product/services by ID or Name

  4. As soon as you make the proposal, save it.
  5. Click Export to Word > Proposal. A Microsoft Word template will open with predefined data.

    Exporting proposal to MS Word

  6. Click File > Share > Send as PDF. A new email will appear with your quote attached as PDF. Send the email.

    Export as a PDF

Creating an invoice is similar. Just choose the “Sales Invoice” in step (2).

Outlook CRM TipTip for you: To link emails sent from Microsoft Outlook to eWay-CRM, please have a look here: How to Link Emails to Deals

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.