# 報價單

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![crm-quote-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/crm-quote-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/crm-quote-zht.png)

# 新增報價

點擊報價表右上角的“新報價單”

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-zht.png)

輸入報價數據。 如果需要，單擊“+ 增加行列”。 完成後點擊“提交”。

[![crm-quote-modal-new-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-new-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-new-zht.png)

# 更新報價

點擊報價右側的“更新”按鈕

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/GGFcrm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/GGFcrm-quote-zht.png)

更新報價數據，然後點擊“更新”

如果需要，請單擊“+ 增加行列”

[![crm-quote-modal-update-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-update-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-update-zht.png)

# 查詢報價

點擊報價右側的“查詢”按鈕

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/mfucrm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/mfucrm-quote-zht.png)

報價模態出現

[![crm-quote-modal-view-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-view-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-view-zht.png)

# 批准報價

點擊報價右側的“批准”按鈕

[![crm-quote-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/CK7crm-quote-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/CK7crm-quote-zht.png)

當出現報價模式時，單擊“批准”或“不批准”按鈕確認

[![crm-quote-modal-approve-zht.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/crm-quote-modal-approve-zht.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/crm-quote-modal-approve-zht.png)