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 1 other2 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!