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