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Quote Manager - Quick Start Guide

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Quote Manager - Quick Start Guide
  • Quote Manager - Quick Start Guide
    • Step 1 - Login To Quote Manager Module
    • Step 2 - Add Contacts
    • Step 3 - Add Billable Items
    • Step 4 - Generate And Send A Quote
    • Step 5 - Answer Feedback And Finalize A Quote
    • Step 6 - Create A Quote Template
    • Step 7 - View Reports

Quote Manager - Quick Start Guide

 

Quote Manager (QM) is an end-to-end quote management solution that lets businesses quickly create, send and follow-up on customer quotes.


This step-by-step tutorial briefly explains how to start using QM.

  • Step 1 – Login to Quote Manager

    • Step 2 – Add Contacts

      • Step 3 – Add Billable Items
      • Step 4 – Generate and Send a Quote
      • Step 5 – Answer Feedback and Finalize a Quote
      • Step 6 – Create a Quote Template
      • Step 7 – View Reports

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