Sales & Quoting
Learn how to create, send, and manage SalesDocs (Quotes), SalesPresentations, and SalesStores to win more business.
64 articles
- 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