Creating and managing quotes

Creating and managing quotes

 03:29

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.
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