Issue Quote To Customer

• Related Articles

• Duplicating Quotes

  Duplicating Quotes You can duplicate a quote to create and identical quote to issue to the customer. To duplicate a quote: Click on the on the INSTRUCTIONS tab Select the option A new quote will be generated, that is identical to the original. The ...

• Lock

  Locking You can lock the quote. This prevents any manual changes being made to the quote. Only the user that locked the quote, or users with the System Admin role can unlock it. To unlock the quote, click the button.

• Notes

  Notes Notes can be attached to quotes. The whole history of the notes attached to the quote is available under the NOTES tab. If logging for important changes is turned on for your instance, the audit trail will be included in the notes. Here you ...

• Tasks

  Tasks The task tab allows you to see the tasks for the quote. The tasks list shows: The label for the task Who it's assigned to The deadline for completing the task If the task is assigned to a robot, the task will automatically be completed by the ...

• Quotes Closing, Winning, Losing

  Quote closing and how to manage winning, losing quotes and also Pricing Exercises. Closing Quotes To keep things organised you can close quotes that are no longer needed. Wining Quotes When you are informed that you have won a quote, two things need ...