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.