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- Sales
- Creating Invoices
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Subscriptions
- Bulk send Invoices
- Returns
- Multi-currency for Sales
- Taking a Deposit
- Credit Notes
- Create Freight Quotes
- Outbound Shipments
- Getting Started with Web Quotes
- Sales Orders
- Making Credit Card Payments
- Logging Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
- Training
Getting Started with Web Quotes
the CRM CRM allows you to generate web-based quotes based on product data from your accounting system, or if you are not using an accounting system with the CRM – the products can be entered manually.
You can email or SMS these quotes to your customers, and they can sign and accept them online.
Accepted quotes can be transferred into your accounting system, saving on data entry.
Recommendation: Import data from MYOB or XERO before starting with Web Quotes.
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