Creating Quotations

Viewing Quotes in the Portal

Navigating the Quotes and Orders module

Internal Quote Approvals

Quotation PDFs

Quotation Status

Ad-Hoc Items on Quotes and Orders

Quote Approved Workflow Automation

How to add Images to Quotations

Importing Quotation Lines via XLS

Optional Items on Quotations

Specifying Decimal Format in PDFs

Sales Orders

Creating a Project From a Sales Order

Navigating the Quotes and Orders module

Ad-Hoc Items on Quotes and Orders

Sales Order Statuses

Create a Contract from a Sales Order