Send what the customer approves
Bilingual quotations and site dossiers
Why this step
What leaves for the customer and the consultant: the quotation with its CAD drawing, the site survey report behind it, and the delivery slip that follows. Bilingual matters here — an Arabic consultant and an English contractor often read the same document.
What this does
Generates stunning bilingual client quotations with embedded CAD elevation drawings, site surveyor dimensional records, site quality inspection dossiers, and warehouse delivery notes.
Before you start
- Sales quotations, survey orders, or delivery pickings recorded.
Steps
Important
Customer signature on the official Windoor Delivery Note serves as legal proof of on-site handover before warranty commencement.
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01
From Sales Quotations, print Print Quotation with Drawing to deliver transparent technical quotes to architects.
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02
From Site Surveys, generate Site Survey Report and Pre-Quote / Production Survey Reports.
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03
From Warehouse Operations, print Windoor Delivery Note and Delivery Slip.
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04
From Project Management, print Installation Handover Pack and Site QC Dossier.
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05
From Invoicing & Customers, print Customer Statement and Follow-up Letter.
Common mistakes
- Delivering fabricated window frames to site without printing the itemized package delivery manifest.
- Executing site installation before obtaining signed consultant approval on the Site Survey Report.
Checkpoint
One quotation prints correctly in both Arabic and English, with its drawing and survey attached.