Creating a Quick Quote
Create a Quick Quote from the New menu
This is used in circumstances where the Quote needs to be generated quickly.
A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time.
Create a Quick Quote from an Account
This is used in circumstances where the Quote needs to be generated quickly.
A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time.
Info
You can Add items, Edit and Delete the Quote as other Quotes.
Tip
Use Reference Numbering to uniquely number your Quotes.
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