FAQs in this section
How can I share a quote?
How can I print a quote?
How can I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How can I create a quote from a deal?
How can I add a new section in a quote?
How do I add a product or a service to a quote?
Can I sync multiple quotes to a single deal?
How can I generate a sales order from a quote?
How can I generate a purchase order (PO) from a quote?
How can I generate an invoice from a quote?
How can I generate a subscription from a quote?
Can I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I convert a quote into an invoice?
What does the Sync with Deal button do?
When you enable the
Sync with Deal
button, all line items in a quote will be synched with the deal it is related to. This helps you avoid manual errors and prevents duplication of data entry.
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