An opportunity turned into a quote carries the same identifying number all the way through the Antera system. Opportunity numbers become quote numbers, order numbers, invoice numbers, and PO numbers. A quote can be triggered from the quote menu or orders. The quote can be invoice-styled or multi-quote with a larger image, price breaks, and unique layout.

Antera’s document editor allows you to customize your quotes and all documents to showcase the information you prefer. By adding templates, you can have a unique look for your company and really customize the documents to look any way you want.

All quotes can be accessed in a Quote List and can be edited, copied, or easily converted to an order from here. Customers that require multiple quotes can even use our versioning feature to allow the full history of quotes presented to be maintained.