> 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 a project directly to the quotation.

![](/files/4894a3e37ccd4307397cd17daeeb4a4cd7be6cf5)

## Key advantages of consultation management

1. **Create a quotation directly from placed furniture**
   * The furniture placed in a project 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 furniture you actually plan to purchase.
2. **Convenient quotation management**
   * You can easily apply overall discounts or individual discounts to the quotation.
   * The quotation includes a QR code, so customers can even virtually place the furniture themselves at home.
3. **Customer information and quotation linkage**
   * If you register customer information, you can send the quotation right away via text message, email, or KakaoTalk to the saved email address or phone number.
   * You can also download the quotation as a PDF or print it to deliver it to the customer.
4. **Customer consultations and list management**
   * You can organize customer information from consultations and manage it at a glance.
   * You can display the progress status and share customer information with team members to continue consultations efficiently.

## How does consultation management help?

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

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

## View consultation list

Saved consultation information can be easily viewed based on 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 name, or consultation ID.

![](/files/4bf877c2dcc907f1d9a9213ac34c35967371a903)

### More

On the right side of the consultation list, '**More**'clicking it lets you check two functions.

* **Unlink project**: Unlinks the project connected to the consultation.
* **Delete consultation**: You can delete the consultation directly from the list.

![](/files/fb578b2bce10d2dc4157a2bfcd352b38a4ce924b)

## Add new consultation

{% stepper %}
{% step %}

### Enter consultation information

Click the \[Create Consultation] button at the top right to enter the consultation creation modal.

![](/files/e8c9767e97c471eaf42780abff2fa8a9b6ffc0b8)

Please enter consultation information and customer information in the consultation creation modal.

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

![](/files/cf537affc70a1bc2f165f39c687c22bfb709f062)
{% endstep %}

{% step %}

### Connect project

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/71155f41780b84a6b89caad1f3ba101a5acda71a)
{% endstep %}

{% step %}

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

If products have been added by linking the project, you can edit the quotation by clicking the \[Edit] button if needed.

![](/files/6288279a3b590774b82c00d4d0b3353c02ae6bc2)

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

![](/files/20991a437ec7e77fd01c84183cfb728b32d7dbdc)
{% endstep %}
{% endstepper %}

## Edit consultation information

Consultation information can only be edited for '**customer**' related information. Also, the person in charge must be '**me**' in order to edit it.

* **\[Edit]** Click the button to edit the content, then press \*\*\[Save Changes]\*\*.

![](/files/c028388c6503c1e947b3d92977ef6bbde9924a0c)

## Edit customer information

Click the Edit button for customer information to enter the customer information section, then **\[Edit]** click the button to edit the customer information.

![](/files/c840cbbd3f12179d1df510f7154cdc39ae4c496a)

## Enter special terms and cautions

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

![](/files/5da4b340d053123b2c876b849bc6f7d5e299e645)

## Share quotation

### Send link

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

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

![](/files/da7664a7f11e655344e06debe5652a586b106521)

### Export to PDF

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

![](/files/7417a92b4933e9634279cccc5754cfa66aa9f84d)

![](/files/014462866f24798f02c1161ece952b5ad8c051c9)

* The PDF includes **product QR code**is included, so customers can virtually place it at home before delivery.

## Frequently Asked Questions

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

Currently, when sharing a quotation via text message, email, KakaoTalk, etc., the 'Archisketch' name cannot be changed. A feature to edit the content template will be provided in the future.


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