How do I convert a quotation into a proforma invoice (PI) in Biziverse?

To create an e-Way Bill in Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the invoicing section
• Enter the shipment and tax details
• Generate e-Way Bills.

To configure pricing rules and discounts in Biziverse, follow the steps given below:

• Log in to Biziverse
• Navigate to the settings or administration tab
• Go to the pricing section
• Define conditions such as volume discounts, customer-specific pricing, or seasonal discounts
• Attach discounts to specific products or customer categories as per your requirements
• Save and Apply

To analyze delays in order fulfillment in Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the 'Order Management' module
• Now, view timelines and generate reports identifying delays

Biziverse uses its CRM and lead tracking features to alert you to pending follow-ups for raw leads. To make sure no lead is overlooked, it automatically reminds you and flags past-due follow-ups in your dashboard. For improved engagement, you can also efficiently arrange and rank raw leads using filters.

To apply filters to identify high-priority prospects in Biziverse, follow the steps given below:

• Open Biziverse
• Navigate to the Leads module
• Utilize advanced filters to sort by tags, priority, or last interaction.