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