Finalize Your Quote: Review, Customize & Send
Prepare your quote for delivery by customizing its appearance, reviewing quote warnings, updating quote statuses, and exporting or sharing the finished document with your customer.
By Ni and 2 others3 authors3 articles
- How to Turn On Warnings When Creating Your QuoteLearn how the quote warnings system works, what triggers a warning, how warnings appear in your BOM and at quote creation, and how to customize warning settings for your branch…
- How to Customize a QuoteLearn how to customize your quote by toggling on and off fields. Admins can tailor templates to standardize notes across all quotes created.
- How to Update Quote StatusWrap up your quoting SOP by marking each status as "Won", "Lost", or "Abandoned." Keeping this data up-to-date will boost your team's reporting accuracy!