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Creating a Quote

Creating a Quote

 

 

This video will demonstrate creating a Quote in Mobile Quote.

Adding Items to a Quote

 

 

This video will demonstrate how to add items to a Quote.

Editing a Quote

 

 

This video will demonstrate how to edit a Quote.

Approving a Quote

 

 

This video will demonstrate how to approve a Quote and send an email from Mobile Quote.

Syncing a Quote to SI

 

 

This video will demonstrate how to sync a Quote from Mobile Quote so SI.

 

The next step after syncing a Quote to SI is to create a Project from the Quote.

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