Quote
Everything related to Quoting
- Understanding Quotes
- Understanding the Quote List
- How to Add a Sub-Item Group
- Understanding Quote Templates
- Managing the Conditions & Details Tab
- JGID-QUOTE-003 – How Clients Read a Quote
- Understanding Notes & Field Notes
- Understanding Quote Templates
- Understanding Quote Statuses
- Understanding Quote PDF Settings
- How to Add a Text Position
- How to Save a Composed Item to Your Inventory
- How to Manage Quote Clauses
- Understanding Quote Versions
- Creating a New Quote Version
- How to Add an Item to a Quote
- Pro Tips: Quote Creation Best Practices
- How to Create a Custom Item in a Quote
- Quoting Multiple Options - Hide the Total at the bottom