Help Center
Quotations
15 step-by-step guides for quotations.
Fix 'set up your letterhead before issuing a quotation'
Why Preview or Send is blocked until your firm has a brand on file with a legal name, so your terms and PDF speak in your own company's name, and how to fix it.
Quote a lead who is not a client yet
Raise a standalone quotation for someone with no company record, why it carries a Lead tag, and how accepting it auto-creates their company and owner contact.
Read your quotation sales funnel
Read the Accounts quotations screen: the Won, Win rate, Open pipeline and Avg quote value tiles, the funnel breakdown, the date filter and export.