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Quotations Module
Helpful information to help you get more out of using the quotations module
17 articles
Creating an Automated Message to Follow up a QuotationSet up automated emails to follow up with your customers when they haven't responded
Adding Section Totals to a QuotationYou can have sub-totals for each section that appears in a quotation.
List View
Helpful tips for the quotation list view
Change the columns you see in the quotation listLearn how to change the column you see in your quotation list across your business
Copying a quotation in list viewQuickly copy a quote while in list view
Creating a new version of a quotation from the list viewQuickly create new versions of your quotations and keep a record of all your previous versions - just in case you need them later!
Filtering your quotations list by dateUse the date filter to narrow the list of results you see in your quotations list
How to update the status of more than one quotation at the same timeChange the statuses of multiple quotations in one action with our simple bulk update
Pipeline View
Learn how to set up and use the quotations pipeline view
Change the status of a quotation in the pipeline viewQuickly and easily drag & drop your quotations to change their status in your workflow
Editing a quotation
Learn about the quotation interface
How to switch on Store ModeStore mode allows you to work on a quote in front of your customer without them being able to see any information on your costs or profit
Importing a section from another quotationSpeed up your quoting by importing sections from another quotation
How to copy a sectionQuickly copy an entire section of items in your quotation
How to set an item on your quotation as an optional itemAvoid overinflating your sales quotations by including optional items for your customers
How to round up all the sale prices on your quotation to the nearest whole numberUse this button to quickly get rid of pennies and cents from your net sales prices
Use the quick-add option to add items to your quotationIf you are familiar with the item codes for what you sell this is a great way to add these on to your quotations quickly
How to collapse all of your sectionsMake it easier to work on large quotations by collapsing the sections, allowing you to focus on specific aspects independently
Settings
Learn how to change the settings of your quotations module
Set up your own quotations workflowUse this guide to understand how to customise your quotations module to reflect your own sales process
Set up customer e-Signatures (online acceptance of a quotation)Speed up and remove manual work in your quotations process by allowing your customers to e-sign acceptance of the quotation