Learn how to change the settings of your quotations module
3 articles
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
Set up Quotation ApprovalsRequire approval before team members can send quotations that exceed certain value and discounts