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 a year 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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