HOW IT WORKS


Bahaquote Help is your online resort to all software and account related queries and questions regarding new account registration, login information, menu options, CMS, Add/Modify product list, quote generation, adding product to quote, access to sales order list, on click edit data support and further assistance on quoting software package, its pricing and benefits.

Our sales representatives are happy to help you on any of the FAQ’s given below.

BahaQuote in action


How to add or modify Customers

Contains how to create New Customer, Edit Existing Customer's details, Search Customer in the list and View list of customers.

How to add or modify Products

The page contains assistances for Add New product, Edit Product, Search Product and View List of product.

product list

The page contains assistances for Add New product, Edit Product, Search Product and View List of product.

How to add or modify Estimate

All necessary information regarding creating New Quote, Edit Existing Quote, search already existing Quote from the list, save and Email to the client,Quote Received via mail by client, Accept or Decline of quote, Quote preview and print and Quote converted to sales order.

How to add or modify Invoicing

You can search and filter invoices from list view on the basis of given criteria and edit as many time as you want. You can create invoices directly by clicking Add new. Expenses made on creating an invoice can be added by clicking Add Expense Button.

How to add or modify Expenses

Assistance in creating Master Expenses that may get visible on quote and sales order

How to add or modify Expenses

Assistance in creating Master Expenses that may get visible on quote and sales order

Sales Report

Create tasks and send reminders to manage urgent projects.View Tasks you created on a list.

Sales person report

Create tasks and send reminders to manage urgent projects.View Tasks you created on a list.

How to add or modify Status

View detailed graphical reports on total number of customers, total quotes created, total invoices created, amount of income and expenses reports, to manage your business processes at your finger tips.

How to Create Service

You can add and send campaigns designed for a particular project for promotion of a product or service. The trigger details and its status can also be checked through this page.

How to add or modify Payment

Here is the format of the payment request email. By clicking the link, you are redirected to the page where a customer can make a payment. The best feature is that you can enter payment detail in three ways:

How to add or modify Vendor

Now it is easy to manage and use any vendor according to your business needs. A master form under the setting tab and menu is provided to update vendor details for managing your own details.

How to add or modify receivables

Here is the format of the receivable. By clicking the link, you are redirected to the page where receivable,payment list,overdue available. The best feature is that you can get detail of receivable such as payment list,overdue.

How to add or modify Purchase Order

Now it is easy to manage and use any purchase order according to your needs. A master form under the menu is provided to update purchase order details for managing your own needs.