Sales & Quoting
Learn how to create, send, and manage SalesDocs (Quotes), SalesPresentations, and SalesStores to win more business.
63 articles
Understanding Autosave and Unsaved Drafts
Create Your First SalesDoc
Add an Additional Cost to a SalesDoc
Understanding Groups in SalesDocs
Add Catalog Products to a SalesDoc
Add One-Off Products to a SalesDoc
Add SAGE Products to a SalesDoc
Add Catalog Decorations to a SalesDoc
Add a One Off Decoration to a SalesDoc
Add Shipping to a SalesDoc
Add a Surcharge or Discount to a SalesDoc
Quoting Products Without Knowing Size or Color (Variant Pricing)
Assign a SalesDoc Owner to Send on Someone’s Behalf
Understand Revenue Summaries
Using Hoops to Manage Leads
Hide Totals on a SalesDoc
Convert a SalesDoc to Job
Create Your First SalesPresentation
Using Header, Title, and Footer Blocks in SalesPresentations
Add Catalog Products to SalesPresentations and SalesStores
Add Custom Products to SalesPresentations and SalesStores
Add Products from SAGE to SalesPresentations and SalesStores
Add Catalog Decorations to SalesPresentations and SalesStores
Add One-Off Decorations to SalesPresentations and SalesStores
Add Additional Costs to SalesPresentations and SalesStores
Add Shipping to SalesPresentations and SalesStores
Organize Products in SalesPresentations and SalesStores
Convert a SalesPresentation into a SalesDoc