How to View Quotes Board The quotes board is accessed under the ‘Quotes’ header under ‘View Quotes’: The ‘Quotes’ board displays all internal and customer generated quotes. Board Filters Customers A customer record can be selected to display only ...
Introduction Manage Simplified Sessions – Creating & Editing Simplified Sessions ‘Simplified’ products are predefined products that you create where you can offer ‘non-estimators’ access to quote. This included internal sales staff and even ...
Products in quotes that are flagged as ‘Not Required’ are included in the quote letters produced. To prevent this, there is a setting to enable this functionality… Please contact IQ support team to enable this function When printing a quote with ...