Watch the video or scroll down for step-by-step instructions
Tiers: Scaling Up, Owning The Market
Step-by-step instructions
1. Select Settings > Quotes.
2. Last Quote Number shows you the most recently generated quote number, and Next Quote Number shows the next quote number in sequence.
3. The Default Customer Message field offers the option of including a default message when a quote is sent.
4. Turn ON Office Email Alerts to receive notifications when a customer approves or rejects a quote (optional).
5. Complete the email fields for sending quotes.
6. Click Save.
Last updated on November 11, 2024