Documentation Index
Fetch the complete documentation index at: https://docs.wavecentric.ai/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Quotation Preview is the final stage in the offer generation workflow. It renders the verified data into a professional, customer-facing template, ensuring accuracy and brand consistency before the offer leaves the platform.Key Features
Template Rendering
The system dynamically populates a standardized quotation template with the specific details of the inquiry.- Dynamic Content: Incorporates customer details, service specifications, and the final pricing structure.
- Professional Formatting: Ensures every offer looks uniform and professional, regardless of the user creating it.
One-Click Transmission
Once the preview is verified, the offer can be sent immediately.- Send Action: A single click triggers the transmission of the offer to the customer via their preferred channel.
- Flow Integration: This action completes the “Quotation Management” workflow and updates the status in the central dashboard.
