Quoting 101: Create a BOM, Multiquote, Upload Products, Customize Quote

Learn the basics on how to start a quote Module Duration: 21 minutes

Topic  Module 
Full Quoting Workflow (10 minutes) 

 

Create a Bill of Materials (1 minute)

 

Create Quotes for Multiple Customers (5 minutes)

 

Import Products to BOM (2 minutes)

 

Customize Quotes (3 minutes)