Quoting
- Add Text To A Quote
- Apply Tax On A Quote Or Order
- Create Quote & Order Fields
- Change Default Quote Expiration
- How Square Footage Is Calculated
- Digital Signatures
- Import Quote Forms
- Add Commission
- Change Individual Slab Size
- Change The Account On A Quote
- Create An Account User
- Change Reply-To Email
- Mark A Quote "Closed"
- Create Custom Fields In Accounts
- Quote Multiple Color Or Material Options
- Add A Page Break On Quote & Order Forms
- Change Individual Quote Expiration Date
- Quote Materials Of Different Thickness Or Finish
- View User Audit Log
- Payment Terms
- Edit Fonts In Quote & Order Forms
- Revision Notes & Quote Notes
- Quote Commercial Jobs
- Organize Color Options
- Revert To Previous Quote Or Order Revision
- Track Quoted Square Feet
- Import Account Info
- Move A Standalone Quote Or Order To An Existing Account
- Add Extra Items To A Quote
- Add A Quote Number To Each Quote
- Show Or Hide Measurements Or Slab Counts
- Duplicate A Quote
- Add Salespeople
- Delete A Quote
- Disable Or Delete An Account User
- Add Text Line Items To A Quote
- Re-Order Text Items In A Quote
- Add Counter Material Without A Drawing To A Quote With Drawings
- Add Or Delete Curves & Bumpouts To A Counter Without A Drawing
- Quote Counters Without A Drawing
- Add Or Delete Sinks & Cutouts To A Counter Without A Drawing
- Add Or Delete Splash & Edge To A Counter Without A Drawing
- Quote Statuses & How They Change
- Quote Multiple Quantities
- Create A Field For Quote Account Type
- Move Counters Without Drawings To Different Areas
- Revise A Quote