Quote Overview On the list with Leads, locate the one who you want to manage the RFQ for. Hover over the Lead,...
General Quote Information The created Sales Folder attributes to the Lead who the system considers to be the primary owner (Owner 1) of...
Adding Sites to Quotes You can manage Sites for the Sales Folder. For each Sales Folder you can add several Sites. When producing an...
Quotations You can manage quotations in the system. The number of quotations per one Sales Folder is not limited. The system...
Electronic Documents Signing for Quotes You can track the signing of electronic documents by the customer and other owners. The system communicates with the Eversign...
RFQ Management RFQ Management is a central hub to quickly access and manage quotes for clients. The list displays all quotes for...
Create a DPP Job Deposit Pending Preliminary (DPP) Jobs exist so that Franchisees can action pre-contract tasks within the system. DPP Jobs are not...
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