Quotes

How to process all quote types
Note that the following process applies to Quotes, Estimates, Proforma Invoices and Sales Orders. The type of document is determined in the Quote type d...
Fri, 21 Feb, 2020 at 12:01 PM
How to create a quote, estimate, proforma invoice or sales order
Toggle on the quotes feature if this does not appear in your menu. Step 1. Navigate to Sales > Quotes and click on the Create quote button. St...
Fri, 14 Feb, 2020 at 3:10 PM
Toggle on Quotes
The quotes feature will allow you to create different quote types. How to create a quote, estimate, proforma invoice or sales order Step 1. Navigat...
Fri, 21 Feb, 2020 at 12:21 PM