Search Knowledge Base Articles
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What is the Proposal/Quotation module?
2024-11-28 11:48:49... -
How do I create a new proposal or quotation?
2024-11-28 11:48:58... -
How do I add products or services to a proposal?
2024-11-28 11:49:25... -
How can I set discounts or taxes in a quotation?
2024-11-28 11:49:39... -
How do I send a proposal or quotation to a client?
2024-11-28 11:49:50... -
Can I track the status of a proposal (e.g., sent, accepted, rejected)?
2024-11-28 11:50:11... -
How do I edit or revise an existing proposal?
2024-11-28 11:50:22... -
Can I duplicate a proposal for similar projects?
2024-11-28 11:50:32... -
How do I convert a proposal into an invoice or order?
2024-11-28 11:50:43... -
How do I create multi-currency proposals or quotations?
2024-11-28 11:50:54... -
Can I create a quote with itemized breakdowns of costs?
2024-11-28 11:51:08... -
How do I add payment terms to a quotation?
2024-11-28 11:51:18... -
Can I apply different taxes based on the client’s location in a quotation?
2024-11-28 11:51:28... -
How can I set up automatic notifications when a quotation is viewed or accepted?
2024-11-28 11:52:05... -
How do I track quotation validity and expiration dates?
2024-11-28 11:52:46... -
Can I integrate e-signature tools for proposal acceptance?
2024-11-28 11:52:54... -
How do I update a quotation once it’s been sent to a client?
2024-11-28 11:53:04... -
How do I view or export a list of all quotations sent to clients?
2024-11-28 11:53:17... -
How do I manage quotes for international clients with different tax regulations?
2024-11-28 11:53:31... -
Can I assign quotations to specific team members or departments?
2024-11-28 11:53:43... -
How do I set up default payment methods in the quotation module?
2024-11-28 11:54:03... -
Where can a client negotiate with us over price
2024-11-28 11:54:17... -
How can I attach a another document while sending the proposal
2024-11-28 11:54:28...