The video below shows how you can create a quote in a few steps.

  • Start a new quote using one of the "New Quote" button 
  • Add a or create a customer to the quote
  • Add products or service to the pricing table
  • Click the "Review Quote" button
  • Click "Send Quote" to reveal the email interface
  • Click "Send Now" to send your quote by email to the customer 

Now that your quote has been successfully sent, you can see tracking information and confirm when you win it by clicking on the "Won" button.

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