You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 18
Next »
How to create a quote
Step 1: Create a quote
Click here for Video
Step 2: Add products & edit prices
Click here for Video
Step 3: Send quote for approval (Video)
Step 4: Send quote to customer (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)
