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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Configure Online Quoting
Whether you’re in a trial or using our system as a subscriber, if your business sells product, you’ll no doubt want to start reaping the benefits of our online quoting module. It can be set up in a few simple steps. Just create a quote template that suits you and begin generating branded quotes that can be viewed or edited from anywhere.
In trial, proper set-up of the quote module lets you use it to its full potential. Providing a real-life view of quotes, customer comments and more.
As a subscriber, proper set-up of the quote module lets you send beautifully branded quotes that are the perfect complement to your product or service offerings.
To set up your quoting module, head to the main menu and scroll down to the Admin section. From there you’ll want to select Quote Settings.
Then hit the New Quote Template button in the top right and follow the prompts to design your custom template.
Once complete, the template is available when generating quotes, helpful for easy styling before you send it to a customer.
We’ve made a guide on this process so if you get stuck, be sure to check that out HERE.