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(RECAP) Mastering Quotes & Order Entry: Part 2

A deeper dive and educational training to improve your quote and order entry skills in our Business Management Software.

By Alexandra Wittner Feb 23, 2024

Before watching this training, please make sure you viewed Master Quote & Order Entry: Part 1

In This Training, You'll Learn How To:

  • Craft personalized quotes with job, ship-to, and line notes
  • Increase efficiency within the quote screen (including print and email options) and learn about e-docs
  • Easily copy quotes and convert quotes into orders
  • Add a deposit to an order and a whole lot more!

Watch the video above and become a quote and order entry pro!