Introduction :
The Client-Wise Quotations report enables users to view all quotations created for a
specific client within a selected date range. This report helps track customer quotations, monitor sales activities, and simplify quotation management. Follow the steps below to generate the client-wise quotations report in the Fresa Application.
Note :
Ensure that you select the correct date range, department, and client before
generating the report to retrieve accurate quotation details.
Step 1: Log in to the Fresa Application and navigate to the Quotation module.
Step 2: Select All Quotations under the Quotation module.
Step 3: Enter the required details, such as the Date Range, Department, and Client, then click Submit.
Step 4: All client-wise quotations for the selected date range will be displayed on the screen.
Step 5: We can download the report using the Download option.
Benefits of this Feature :
- Provides a consolidated view of quotations for a specific client.
- Simplifies quotation tracking and customer follow-up.
- Supports efficient sales monitoring and reporting.
- Enables users to export quotation data for further analysis.
- Improves visibility into customer quotation history.
Ready to Transform Your Freight Forwarding Operations?
Discover how Fresa Gold ERP helps freight forwarders automate daily operations, improve efficiency, ensure compliance, and manage end-to-end logistics with ease.
Book a Free Demo to explore how Fresa Gold can streamline your business.
For further clarification, send your queries to support@fresatechnologies.com because our motto is to help customers.
Who we are
Empowering Global Logistics Through Intelligent Digital Transformation
Fresa Technologies is a global provider of AI-enabled, cloud-based Freight Management ERP solutions designed exclusively for the freight forwarding, logistics, NVOCC, customs brokerage, transportation, and warehousing industries.
Our comprehensive end-to-end Freight Management ERP platform empowers logistics service providers to streamline operations, automate workflows, manage financial operations, strengthen customer relationships, and gain real-time visibility across the entire freight lifecycle. The platform integrates AI-driven automation, customer and vendor portals, mobile applications, business intelligence dashboards, and seamless third-party integrations to help organizations improve productivity, enhance decision-making, and accelerate digital transformation.
Serving customers in more than 60+ countries, Fresa Technologies continues to innovate with secure, scalable, and future-ready solutions that enable logistics businesses to adapt to changing market demands, optimize operational performance, and achieve sustainable growth. Our commitment to quality, information security, and responsible AI is backed by internationally recognized ISO certifications for Quality Management, Information Security Management, and Artificial Intelligence Management, reflecting our focus on delivering secure, reliable, and trusted solutions to the global logistics industry.
Explore Fresa Technologies’ AI-enabled Freight Management ERP solutions at and discover how we can help streamline your logistics operations, accelerate digital transformation, and drive sustainable business growth.
Fresa Technologies – The Digital Backbone of Global Freight Forwarding