Creating and managing quotes
Discover how to create a quote and how to make sure you don’t lose track of it, even if you created it a long time ago.
In this video, you will learn how to:
- Create a quote and add/edit details in it. You will also learn how to manage the validity period of your quotes.
- Create a PDF file for a quote and send the quote by email.
- Mark a quote as accepted or rejected to make sure you keep track of your quotes correctly.