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Articles tagged "quick-quote" returned 110 results.
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Configure QuickBooks Online integration
...below is based on the integration sending a Gold-Vision Quote to QuickBooks Online Estimate when the Gold-Vision Quote State is Open and Type is Draft: Close modal 3. Gold-Vision Quote...
Using the QuickBooks Online integration
...Quote to QuickBooks Online as an Invoice Based on the configuration alerts setup for your Gold-Vision system, Quotes will be pushed to QuickBooks Online Invoices In the example below the...
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
QuickBooks Online Integration Overview
...are pushed into QuickBooks Online Contacts: Close modal Sales Process Create Gold-Vision Quotes, add products using a live product picker from QuickBooks Online, then push the quote to QuickBooks Online...
Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
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...
Managing Quote Products
Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added: Info Before you add Products to...
Install QuickBooks Online integration
...integration Storefront and click Configure against the QuickBooks Online: Close modal Click Authenticate with QuickBooks Online Close modal You will then be redirected to the login page for QuickBooks Online....
Using your Sage 200 integration
...creating the Quote. Building a quote: Create a new Quote and add some products to it by clicking the plus button within the quote lines area. In the Product Picker,...
Updates
...zero probability opportunities and not the full list of opportunities. It is now possible to use the Closed-Won State for Quotes as filters for Quote widgets. When date data is...
