Creating a Quick Quote

Creating a Quick Quote When using the New Quick Quote feature, a sales Lead and Proposal are created in one-step to streamline the quoting process. When creating a Quick Quote, there are multiple data entry forms required – each form will be descr...

Quick Quote Overview This new feature allows users to select an existing lead, an existing customer, or create a new lead when only minimal information such as name, phone or email is provided. Streamlines the proposal creation for new leads by c...