ITarian

Add Quote Manager 

 

Quote Manager (QM) allows you to quickly cost, generate and send quotes to your customers.

• Quotes can be forwarded to customers directly from the ITarian interface. Customers can review, accept or reject their quotes using the online viewer.

• Feedback system lets your customers provide responses to your quotes

• Built-in dashboard lets you easily keep track of the status of a quote.

• Other features include custom quote templates, custom email templates, quote reminders, sales reports and more.

Add Quote Manager to ITarian

• Click 'Store' on the ITarian menu bar

• Locate the 'Quote Manager' tile

• Click 'Free'

• Read the EULA fully, select the check box and click 'OK'.

Quote Manager will be added to your ITarian account. You will see the following confirmation message:

 

Once added, you can access 'Quote Manager' from the 'Applications' interface.

• Click 'Applications' > 'Quote Manager'

OR

• Click 'Applications' > 'All Applications' on the menu bar
  

• Click 'Open Module' in the 'Comodo Quote Manager' tile:

The Quote Manager interface will open in a new tab or in the current tab as configured in 'Settings' > 'ITarian Application Launch'. See Configure application launch settings in Configure ITarian Settings for more details.