> For the complete documentation index, see [llms.txt](https://docs.archisketch.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.archisketch.com/guide/enterprise-en/quote-consultation/how-to-use-crm.md).

# Consultation management

Consultation management is a feature in Archisketch that lets you manage customer information and easily generate quotations by linking furniture placed in projects directly to the quotation.

![](/files/216eea0cc18339e0cf4010514b60e2609fda556b)

## Key advantages of consultation management

1. **Create quotations directly from placed furniture**
   * Furniture placed in projects created in Archisketch is automatically included in the quotation list.
   * Even without organizing a separate furniture list, you can quickly create a quotation by selecting only the items you actually plan to purchase.
2. **Convenient quotation management**
   * You can easily apply either an overall discount or individual discounts to the quotation.
   * The quotation includes a QR code, so customers can virtually arrange the furniture themselves at home.
3. **Customer information and quotation linking**
   * After registering customer information, you can send the quotation directly via text, email, or KakaoTalk using the saved email address or phone number.
   * You can also download the quotation as a PDF or print it and deliver it to the customer.
4. **Customer consultation and list management**
   * You can organize consulted customer information and manage it at a glance.
   * You can indicate the progress status and share customer information with team members to continue consultations efficiently.

## How can consultation management help?

* The complicated process of arranging furniture in a project and creating a separate quotation **can be solved with just a few clicks**.
* You can save time by handling everything in one place, from consultation details with customers to quotation creation and delivery.

{% hint style="info" %}
It is available only to select companies through B2B contracts.
{% endhint %}

## View consultation list

Saved consultation information can be easily viewed according to various criteria.

### Use the search function

You can quickly find the customer information you want by using the search function based on the customer name, project name, person in charge, or consultation ID.

![](/files/ba3c5c74695f8f05804fb675297ba5ef685d2b20)

### More

On the right side of the consultation list, click '**More**' to check two functions.

* **Disconnect project**: Disconnect the project linked to the consultation.
* **Delete consultation**: You can delete the consultation directly from the list.

![](/files/a5ba3fb21634d2d82b0e1a4f63c405166c17a682)

## Add a new consultation

{% stepper %}
{% step %}

### Enter consultation information

Click the \[Create Consultation] button in the upper right to open the consultation creation modal.

![](/files/bfb648fe8f8d3118cb10fabf418bdfa5e6733c8c)

In the consultation creation modal, enter the consultation information and customer information.

Once you have finished entering the consultation information, click the \[Create Consultation] button to create the consultation.

![](/files/22b431c79e7fda77adb150c70676074af8d5e875)
{% endstep %}

{% step %}

### Project linking

After entering the created project, click the \[Link Project] button to connect the project.

The products in the linked project are automatically added to the quotation.

![](/files/cb15dc679a2f13c8f3b356bf65e87eb3bfa7598a)
{% endstep %}

{% step %}

### Edit product quantity and overall discount rate (optional)

If products have been added by linking a project, you can click the \[Edit] button to modify the quotation if needed.

![](/files/b15ba909fd239886924d7f86996b109538df5af4)

You can edit the quantity in the 'Quantity' column in the table, and you can edit the overall discount rate in the quotation information on the right.

![](/files/5d2764f7867f7d15c4248a15e3978a4cef41298b)
{% endstep %}
{% endstepper %}

## Edit consultation information

Consultation information can only be edited for '**customer**'-related information. Also, editing is possible only if the person in charge is '**me**'.

* **\[Edit]** Click the button to edit the content, then press \*\*\[Finish Editing]\*\*.

![](/files/1dcedc8f7e7012fa1e91bf582d1ea6a496f211bb)

## Edit customer information

After clicking the edit button for customer information and entering the customer information section **\[Edit]** you can edit the customer information by clicking the button.

![](/files/ad96f679d46329f87f1e2ca95ed7b259d73c27ed)

## Enter special terms and precautions

Click the \[Special Terms & Precautions] button to edit the special terms and precautions displayed on the quotation.

![](/files/421987999514429989ef66522301b3428f01bd04)

## Share quotation

### Send link

You can deliver the quotation to the customer using the methods below.

* Send via KakaoTalk
* Send via SMS (text message)
* Send via email

![](/files/b33bc6bd9877ca3d923be3e1bb8f2a46bf2f53ef)

### Export as PDF

You can download the quotation as a PDF, print it, and deliver it.

![](/files/5810e79d90ebe3de8c25b128d3b8fb588d40f1fc)

![](/files/6e63f350dedaebe8b33c4978dea9cd02257fc39d)

* The PDF includes **a product QR code**so customers can try virtual placement at home before delivery.

## Frequently Asked Questions

**Can't I change the sender name when sharing a quotation?**

Currently, when sharing quotations via text message, email, KakaoTalk, and similar channels, the 'Archisketch' name cannot be changed. A feature that allows you to edit the content template will be provided in the future.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.archisketch.com/guide/enterprise-en/quote-consultation/how-to-use-crm.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.