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Knowledgebase Category: Quotes

Categories

  • Contacts
    • Users
    • How to add a new contact?
    • How to edit a contact?
    • How to view a contact’s full information?
    • How to import contacts from a CSV file?
    • Managers
    • How do I manage contact labels?
    • How do I manage business contact categories?
    • How do I import or export my contacts?
  • Notes
    • Users
    • How to create a note?
    • How to edit a note?
    • How to view a note?
  • CRM
    • Users
    • How to quickly add a lead?
    • Can I group my prospects?
    • How to convert a client into a prospect to sell another product?
    • I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
    • How do I move a lead between different CRM steps?
    • How do I register an event or activity for a prospect?
    • How can I view the list of products and services?
    • Managers
    • How can I manage prospect stages?
    • How can I manage prospect events and activities?
    • How can I manage prospect statuses?
    • How can I manage work order statuses?
  • Billing
    • Users
    • How to create an invoice?
    • How to print an invoice?
    • How to download an invoice as a PDF?
    • How to resend an invoice?
    • How to pay an invoice?
    • How to view the list of payments?
    • How to view the list of receipts?
    • How to add a receipt?
    • Managers
    • How can I manage payment terms?
    • How can I configure Stripe?
  • Quotes
    • Users
    • How to send a quote?
    • How to generate an invoice from a quote?
    • How to view quote details?
    • How to download a quote as a PDF file?
    • Managers
    • How can I manage the email template used to send quotes?
  • Tasks
    • Users
    • How to add a task?
    • How to add a project?
    • How to start and stop task time?
    • How to add a sub-task?
    • How to change a task’s status?
    • Managers
    • How can I manage projects?
    • How can I manage task priorities?
    • How can I manage task statuses?
  • ClockEase
    • Users
    • How to punch in and out?
    • How to request time off?
    • Managers
    • How can I manage user information and their clock-in/clock-out schedules?
    • How can I manage the time intervals used by the module?
  • Phone
    • Users
    • How to make a call?
    • How to send a text message?
    • How to check voicemails?
    • Managers
    • How can I manage the system phone numbers?
  • Fleet Hub
    • Users
    • How to add a vehicle?
    • How to register vehicle maintenance?
    • How to add a checkpoint to a vehicle?
    • How to set a reminder for a vehicle?
    • How to report an issue with a vehicle?
    • How to view full vehicle information?
    • Managers
    • How can I manage vehicle brands?
    • How can I manage vehicle types?
    • How can I manage vehicle subtypes?
    • How can I manage the service types used in vehicle maintenance?
    • How can I view and manage mileage by service and brand?
  • Cybix AI
    • Users
    • How to use Cybix AI?
  • Chat
    • Users
    • How to send a message?
    • How to add a user to the chat?
    • Managers
    • How can I customize the chat colors?
  • System
    • Users
    • How do I manage my profile information?
    • How do I change my profile password?
    • How do I view active sessions on my profile?
    • How do I manage notifications?
    • Managers
    • Set Up Your Company
    • Register Your Main Office and Branches
    • Set Up Special Taxes
    • Upload Your Products or Services
    • Configure Outgoing Email (SMTP)
    • Define Units of Measurement
    • Define Your Referral Sources
    • Define Roles for Your Team and Clients
    • Create Individual Access for Each Member of Your Organization or Business
    • Create Work Teams
    • Activate Automatic Notifications
    • Install New Languages

How can I manage the email template used to send quotes?

From the left sidebar, go to the “Module Manager” section and click on “Quotes”. This will expand a menu with the module’s

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How to download a quote as a PDF file?

From the left sidebar, go to the “Module Manager” section and click on “Quotes”. This will expand a menu with the module’s

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How to view quote details?

From the left sidebar, go to the “Module Manager” section and click on “Quotes”. This will expand a menu with the module’s

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How to generate an invoice from a quote?

From the left sidebar, go to the “Module Manager” section and click on “Quotes”. This will expand a menu with the module’s

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How to send a quote?

From the left sidebar, go to the “Module Manager” section and click on “Quotes”. This will expand a menu with the module’s

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