You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

How to create a quote: for Account Managers


There are 3 ways to create a quote:


Information regarding the customer & details:


Draft: step 1: add products & edit the quote information:

Sent for Approval:

Approvers (PAM, Sales Directors)

Price Admin Team

CSR Team

  • No labels