Welcome back, Partner! Now that you're finished setting up your Quoter account, let's begin by learning the basics of using Quoter. The videos and links below will guide you through creating a successful Quote.
Creating a basic Quote
Watch the video below to follow a walkthrough of how to build a basic Quote from start to finish.
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Creating a Proposal
If you're interested in creating a full Proposal with a cover letter and other information using content blocks, watch the walkthrough video below.
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Advanced Quoting features
Now that you've got the hang of the basics, the video below touches upon advanced Quoting features you can use to add further depth to your Quotes and Proposals.
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Manager Approval Workflow
Finally, use this last video as a quick tutorial of the manager approvals feature.
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