Quote variations in the admin panel In this video we cover how sales teams use the admin panel to create quote variations for customers Copy or new variations functions Quote reference number variations
Creating a quote in the admin panel In this video we cover how sales teams use the admin panel to create a quote for a customer Creating a quote in the admin panel Required quote fields Auto calculations from account settings Edit stops Select a ...
Account Settings Helper/Explainer The following will explain the Quote Review section on the account settings page and what it means for your company- Quote Review Settings The quote review settings are designed to limit what types of quotes ...
Using Options in Quotes In this video we will cover the following topics- Using options for vehicles Using options for addons How options are used when converting to a booking How options display on Quote PDFs
Converting Quotes to Bookings In this video (4:35) we will cover the following topics- Converting a quote to a bookings Primary Contacts Operations Contacts Billing Contacts The conversion modal functions Converting a quote without a associated ...