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(RECAP) Mastering Quotes & Order Entry: Part 1

Save time, improve organization, and level up your quote and order entry knowledge in this informative training for Business Management Software clients.

By Alexandra Wittner Feb 16, 2024

Quotes and Order Entry are key features in our Business Management Software.

This training will teach you tips, tricks, and best practices to master these essential features.

Here's What We'll Cover:

  • Explore the features of the main quote screen, learn effective search techniques and utilize various filters.
  • Craft customer quotes easily by locating existing clients or creating new ones.
  • Dive into the details of modifying job types, updating sales reps, and adjusting billing and installation addresses.
  • Build compelling quotes by adding material, labor, and special charge lines.
  • Fine-tune customer prices, costs, and profit margins, and discover the art of creating bundles for enhanced quoting.