Create a quotation from an email in your inbox | Zigaflow Help Center

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Create a quotation from an email in your inbox

Create a quotation from an email in your inbox

Speed up your sales process by creating quotations directly from your inbox

Updated over 12 months ago

1. Click "Inbox"

2. Open the email

3. Click "+Create"

4. Choose the Quotation Prebuild you want to use

5. A new quotation is created and if the contact exists in your CRM the details are added automatically

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