• Introduction To Quote Manager
  • Quick Start Guide
  • Login To The Quote Manager Module
  • The Quote Manager Admin Console
• The Home Screen
• Manage Items
  • Add A New Item
  • Add Bulk Items
  • Edit An Item
  • Archive Out-Dated Items
• Manage Customers
  • Add A New Customer
  • Edit A Customer
  • Archive A Customer
• Manage Quotes
  • Generate A New Quote
  • Answer Feedback And Process Quotes
  • Set A Reminder
  • View Quote Activity
  • Archive A Quote
• Manage Quote Templates
  • Create A New Quote Template
  • Remove A Quote Template
• Settings
  • Personal Settings
  • My Company Settings
    • General Settings
    • Quote Appearance Settings
    • Quote Parity Settings
    • Quote Currencies Settings
    • Configure Email Templates
    • Configure Company Settings
    • Configure Tax Rates
• Reports
  • Top Statistics
  • View Revenue Statistics
• About Comodo Security Solutions

Introduction to Quote Manager

• Quote Manager (QM) is an easy-to-use utility which allows you to quickly generate, send and manage customer quotes for services rendered.

• After adding customers, billable items and price rates, QM lets you track submitted quotes, issue reminders, respond to customer feedback, view sales funnels, create templates and more.

• Quote Manager is also integrated with Comodo Service Desk, so you can create quotes direct from a service desk ticket.
  

This guide takes you through the set up and ongoing use of Quote Manager:

• Introduction to Quote Manager

• Quick Start Guide

• Login to Quote Manager
  

• The Quote Manager Administrative Console 

• The Home Screen 

• Manage Items

• Add a New Item

• Add Bulk Items 

• Edit an Item

• Archive Out-Dated items 

• Manage Customers

• Add a New Customer

• Edit a Customer

• Archive a Customer 

• Manage Quotes

• Generate a New Quote

• Answer Feedback and Process Quotes

• Set a Reminder

• View Quote Activity

• Archive a Quote 

• Manage Quote Templates

• Create a New Quote Template

• Remove a Quote Template 

• Settings

• Personal Settings

• My Company Settings

• General Settings

• Quote Appearance Settings

• Quote Parity Settings

• Quote Currencies Settings

• Configure Email Templates

• Configure Company Settings

• Configure Tax Rates

• Configure Integrations 

• Reports 

• Top Five Statistics  

• View Revenue Statistics