How to create a quote

Step 1: Create a quote (Video)

Step 2: Add products & edit prices (Video)

Step 3: Send quote for approval (Video)

Step 4: Send quote to customer (Video)

Step 5: Input customer's decision (Video)

Step 6: Send prices to SAP (Video)

Useful Functionalities (Click for videos)

- Revise

- Renew

- Clone

- Expire

- Abandon & Reopen a quote

Advanced Tips (Click for Videos)

- Grouped Quotes

- Mass Clone lines

- Mass Edit prices

- Export/Import lines

- Pricing Home Page & Reports

YouGrow Link (Click here)




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