Configure Quotes
Configure Quotes
- Create Quotes for your members and assign them to any account record.
Step1. Create a Quote
- Navigate to Finance-Documents-Quotes
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- Assign your Quote to an Account record.
- Fill in the relevant details for your Quote.
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- Enter a Product name and select from the drop-down Product Options to add and choose the amounts with quantities.
- Click Save to finish.
Step2. Use the Actions menu.
- After you finished the quote, select the "Action" menu drop-down
- You can Download, Share, and Email the quote.
- You can also create an Invoice from this quote by selecting either "Create Invoice" or "Create Paid Invoice"