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Quote Manager - Quick Start Guide

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Quote Manager - Quick Start Guide
  • Quote Manager - Quick Start Guide
    • Step 1 - Login To Quote Manager
    • Step 2 - Add Contacts
    • Step 3 - Add Billable Items
    • Step 4 - Generate And Send A Quote
    • Step 5 - Answer Feedback And Finalize A Quote
    • Step 6 – Create A Quote Template
    • Step 7 - View Reports

Quote Manager - Quick Start Guide


Quote Manager (QM) is an end-to-end quote management solution that lets businesses quickly create, send and follow-up on customer quotes.

 

This step-by-step tutorial briefly explains how to start using QM.

  • Step 1 - Login to Quote Manager Module
  • Step 2 - Add Customers
  • Step 3 - Add Billable Items
  • Step 4 - Generate and Send a Quote
  • Step 5 - Answer Feedback and Finalize a Quote
  • Step 6 - Create a Quote Template
  • Step 7 - View Reports

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