10 articles
Creating and managing opportunitiesLearn how to manage your opportunities
Pricing booksLearn how to setup customer specific pricing books
Advanced approvalsLearn how to configure advanced approval workflows
How to configure Quote DefaultsLearn how to set default values for quotes
Tracking churn and service terminationsLearn how to include service terminations to your proposal based on active contracts
How to send quotes from different company entitiesLearn how to use dynamic fields in templates to be able to quote from different company entities using a single template.
Setting up customer approval workflowsHow to set customer approval workflows
Create a post-sale ticketLearn how to create a post sale ticket from an approved quote
Multi-currency
Certificate of Completion