Working with Quote Management
- How to Create Quotes
- Creating and Customizing Quote Templates
- How to Add Products to the Quote Items Widget
- How to send a Quote
- Understanding Quote Status
- How to sign a Quote
- Recalling a Quote
- How to Clone a Quote in Salesmate
- How to Delete a Quote
- Quote List View
- Quote Detail View
- How to Set Up Quote Pipeline
- Quote Notifications
- Quote Module Settings