Introduction to Quote Manager

• Quote Manager (QM) is an easy-to-use utility which allows you to quickly generate, send and manage customer quotes for services rendered.

• After adding customers, billable items and price rates, QM lets you track submitted quotes, issue reminders, respond to customer feedback, view sales funnels, create templates and more.

• Quote Manager is also integrated with Service Desk, so you can create quotes direct from a service desk ticket.

This guide takes you through the set up and ongoing use of Quote Manager:

• Introduction to Quote Manager

• Quick Start Guide

• Login to Quote Manager

• The Quote Manager Admin Console 

• The Home Screen 

• Manage Items

• Add a New Item

• Add Bulk Items

• Edit an Item

• Archive Out-Dated items 

• Manage Customers

• Add a New Customer

• Edit a Customer

• Archive a Customer 

• Manage Quotes

• Generate a New Quote

• Answer Feedback and Process Quotes

• Set a Reminder

• View Quote Activity

• Archive a Quote 

• Manage Quote Templates

• Create a New Quote Template

• Remove a Quote Template 

• Settings

• Personal Settings

• My Company Settings

• General Settings

• Quote Appearance Settings

• Quote Parity Settings

• Quote Currencies Settings

• Configure Email Templates

• Configure Company Settings

• Configure Tax Rates

• Configure Integrations 

• Reports 

• Top Statistics
  

• View Revenue Statistics