Manage Quotes with Customers

admin

2 min read

Updated: December 5th, 2021

Where can I manage the quotes sent to my customers?

1. To view the quotes associated with your customers, go to the ‘Customers’ section.

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

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 your customers.

4. To add more quotes associated with your customers, 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’.