# 报价

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

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

# 创建报价

点击报价表右上角的“新报价单”

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

输入报价数据。 如果需要，请单击“+ 添加行线”。 完成后点击“提交”。

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

# 更新报价

点击报价右侧的“更新”按钮

[![crm-quote-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/J29crm-quote-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/J29crm-quote-zh.png)

更新报价数据，然后点击“更新”

如果需要，请单击“+ 添加行线”

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

# 查询报价

点击报价右侧的“查询”按钮

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

出现报价模态

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

# 批准报价

点击报价右侧的“批准”按钮

[![crm-quote-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/3aOcrm-quote-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/3aOcrm-quote-zh.png)

当出现报价模式时，单击“批准”或“駁回”按钮确认

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