FAQs in this section
What is a Project?
How do I create a project?
How do I create a Project from a Deal?
How do I add a Document to a Project?
How do I add Invoices to Projects?
How do I create Project Milestones from Projects?
How do I export or print a Project record?
Is Projects available in the Sales Starter edition?
How do I create a project from Quick Create?
Can I view the Start date, End date, and Duration values in column form in the Gantt Chart View?
How do I add a Quote to a Project?
Table of Contents
A Quote is a formal document presented by the company’s sales team to a potential customer, upon request for quotation. It contains a detailed list of products and services, prices, taxes, terms, and discounts.
Follow these steps to add a quote:
Follow these steps to add a quote:
- Click the Main Menu.
- Go to the Projects tab.
- Select the Projects module.
- Open any project record.
- Click the +New button in the Summary View.
- Click Add or Create button.
- Select Quotes.
- In the list of all the existing quotes, hover over a record to display the radio button.
- Select the quote by clicking the radio button.
- Click Add Selected button at the bottom of the list.
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