Quotes

6 articles in this topic

How to upload an excel file with Vendors Quotes?

To drop an Excel sheet with catalog pricing, navigate to the Inventory module and select the Manage Inventory sub-module. Then, on the left side of your screen, click on the Import Excel button. After...

Approving and Signing Quotes Online

Customers can take action on a quote as soon as it is received. By following a secure link in their quote, they'll be directed to a page where they can approve/reject it, sign it, and submit it. You w...

How to create a Work Order from a Customer Quote

To create a Work Order from a Customer Quote, you must first locate the Quote from which you want to generate the Work Order. Please note that in order to perform this task, the Customer Quote must be...