Search Results
Articles tagged "quick-quote" returned 110 results.
Page 2 of 11
Using your Sage 50 Integration
...Create a new quote and add the associated products/quote lines. For more information on how to create a quote click here. If you have a multi-company Sage integration, you will...
Create a quick campaign
Campaigns are used to manage all of your marketing communications and campaigns in one place. The fastest way this can be achieved is by creating a quick campaign. You can...
Using the Xero Integration
...your Gold-Vision system, Quotes will be pushed to Xero Draft Invoices. In the example below the Quote is pushed to Xero when the Quote Status is set to Closed –...
How to create a quick campaign
A guide on how to create a quick campaign in Gold-Vision 8...
Linking Purchased Units
...above Quote Steps to follow: Change the Status of your Quote to Close – Won Link the Units on the Quote to the specific Opportunity Close modal 3. Log your...
Using the Exchequer Integration
...products/quote lines to the quote Close modal 3. When the sale is confirmed, set the status of the quote to ‘Closed-Won’. Close modal 4. The integration will then send the...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Using the Microsoft Dynamics NAV Integration
...Sales Quote Sales Order The quotes module in Gold-Vision is configured to capture the type of sales record: Close modal Next you would add your products to the quote, as...
