| Create your own Quoting Process and track the Status of your Quotes as they pass through your process. When the customer is ready to proceed with the sale, the Quote is converted into and invoice. The original pre-sale quoting process is recorded and can be used as a reference at a later date. Quotes can be sorted and searched for based on what product or services the quote contains, by date, or by customer. Quotes of a common type can be generated from a pre designed template making common quotes easier and quicker to create with less room for error. |
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