Course curriculum

  • 1

    Proposals/Quotes

    • Let's Get Started
  • 2

    Proposal and Quotes FAQs

    • How do I add a line item to a quote?

    • How do I submit a proposal for approval?

    • How do I sign off on a proposal?

    • How to send a quote to a customer for signature?

    • How do I generate proposal documentation for my customer?

    • How do I open an existing proposal?

    • How do I delete a quote?