SalesDocs
Create, manage, and send SalesDocs to build quotes, proposals, and pricing for your customers.
16 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