Quoting
- How to collect a deposit payment
- How to build a quote
- How to add products and services to a quote
- How to create an invoice from a quote
- Editing, copying, or deleting quote items in item manager
- Examples of setting up sign pricing in item manager
- Creating categories in the item manager
- Creating taxes in the item manager
- Creating terms and conditions in the item manager
- How to duplicate or copy a quote
- How to edit a quote
- How does the online quote approval process work?
- How to add a note to a quote
- How to archive or reactivate a quote
- Add shipping charges to a quote
- Using quote stages
- How to manage your quote's files
- About quote items
- About quote numbering
- How to create a job from a quote
- How to update the sales rep on a quote
- Emailing quotes
- Printing quotes
- How to delete a quote