For Simplified quoting, we now have three layout options available for you to choose from. These options are available for both internal and customer users. These options are: Simple Tabbed Accordion By default, all users will see the Simple ...
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 ...
SIMPLIFIED CSV - Pricing up to 30 price breaks Before you attempt to make products in simplified always begin by creating the product as a custom quote to check that it can be priced first. Creating Custom Pricing The idea behind custom pricing is to ...