Quotes
Estimate workflows and customer proposal management
20 articles
Add Discounts to Quotes
Written by Chloe · Updated 3 months ago
Add Optional Line Items to Quotes
Written by Chloe · Updated 3 months ago
Add Taxes to Quotes
Written by Chloe · Updated 3 months ago
Customize Quote Appearance
Written by Chloe · Updated 3 months ago
Delete or Void a Quote
Written by Chloe · Updated 3 months ago
Duplicate and Modify Quotes
Written by Chloe · Updated 3 months ago
Edit a Sent Quote
Written by Chloe · Updated 3 months ago
Create Multi-Option Quotes
Written by Chloe · Updated 3 months ago
Preview a Quote Before Sending
Written by Chloe · Updated 3 months ago
Quote Approval Workflow
Written by Chloe · Updated 2 weeks ago
Export Quote as PDF
Written by Chloe · Updated 3 months ago
Use Quote Templates
Written by Chloe · Updated 3 months ago
Convert a Quote Directly to an Invoice
Written by Chloe · Updated 3 months ago
Quotes Keyboard Shortcuts
Written by Chloe · Updated 3 months ago
Search and Filter Quotes
Written by Chloe · Updated 3 months ago
Send Quotes via Client Link
Written by Chloe · Updated 3 months ago
Set Quote Expiration Dates
Written by Chloe · Updated 3 months ago