Manage Quotes with Companies

admin

2 min read

Updated: December 5th, 2021

Where can I manage the quotes sent to companies?

1. To view the quotes associated with Companies, go to the ‘Companies’ section.

2. Choose the Company name from the Companies list. You can use the filter for an easier search.

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button. Click on the ‘Quotes’ tab. On the Quotes tab, you can find the quotes sent to a company.

4. To add more quotes associated with a company, click on the ‘+CREATE’ button.

5. Fill out all the necessary quote details and click on ‘NEXT’.

6. Select a Template from our available template selection. Once done, click on ‘SAVE QUOTE’.