Everything you need to know about creating quotes, sending quotes and turning an accepted quote into an invoice
By Christina1 author7 articles
🎥 Building a Product & Service Catalog to Use in Interactive QuotesVideo Tutorial / Webinar: An in-depth demo on everything you need to know about Aisle Planner's quote feature
Removing or Hiding the Discount Line on A Quote
Adding Taxable Service Charges and Taxes to Quotes and Quote Templates
Using the Notes Section of a Quote or Quote TemplateCommunicate what you need from your clients quickly and efficiently
Adding Expiration Dates to Quotes, Proposals, and ContractsGet your clients to sign your quotes, proposals, and contracts in a timely manner so you can book them and get paid faster.
🎥 Turning An Accepted Quote Into An InvoiceOnce your client has accepted a quote, you can turn that quote into an invoice with just a few clicks.
Accepting Quotes on Behalf of a ClientTime is a luxury. If you accept verbal approval from your clients, you can now accept quotes on their behalf.