Using Gold-Vision

Sales

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.


Related articles

Was this article helpful?

Thank you for your feedback