Help & Support » Guides » User Guide » Modules » Sales » Quotes


Speed up your proposal creation by pre-creating templates, win opportunities faster with an online approval system, sell smarter with quote tracking, and streamline your delivery by converting your quote to a project.

Treat your quote as the beginning of the project planning phase, setting out the milestones, budgets, durations and dependencies of the project you're committing to deliver for a price, and easily convert sales promises into a live project plan with a single click.

With these guides, you can:

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