344 results for "create quote"
How to create a Quote?
Catalog, configuring quote details, and sending quotes to recipients. The article emphasizes that quotes can be sent to invited
Quotes
Accessing the Quotes section Understanding the Quotes overview Managing quote status and tracking The Quotes section
Quotes Notifications - Quotes - Accepted / QuoteAccepted
Managers through the quote acceptance notification process in Platform. When a Customer accepts a quote, the system automatically
Quotes Notifications - Quotes - Rejected / QuoteRejected
Related content How to create Quotes How to edit a Quote? How to cancel a Quote? Notification Settings
How to cancel a Quote?
Navigate to the Quotes section Cancel the Quote Verify cancellation status Navigate to the Quotes section To begin
How to edit a Quote?
also explains quote statuses and how to manage inactive quotes. In this article: Editing a quote Quote statuses Managing
How to accept Quote as a Customer?
Accessing the Quote Accepting the Quote and placing the Order Accessing the Quote Once a quote has been sent by
How to request changes to a Quote as a Customer?
content How to accept a Quote as a Customer? What are Quotes? How ro create a Quote?
Quotes Notifications - Quotes - Canceled / QuoteCanceled
notification process when a quote is canceled. When a Seller's account manager cancels a quote in the Platform, the system
Quotes Notifications - Quotes - Sent/Received / NewQuoteCreated
updated Quotes Notification recipients Customer actions on Quotes Email notification for new or updated Quotes When