7 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
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