D-Tools

How to create a Quote in the Mobile Quote app

Creating a Quote

How to add Items to a Quote in the Mobile Quote app

Adding Items to the Quote

How to edit a Quote in the Mobile Quote app

Editing the Quote

How to approve a Quote in the Mobile Quote app

Approving the Quote

How to sync a Quote from Mobile Quote to SI

Syncing the Quote to SI

How to create a Project in SI from a Quote synced from the Mobile Quote app

Creating a Project from the Quote

Ashok P

Everything you need to know about creating and approving quotes

Working on Quotes

Find answers and get help from Intercom Support and Community Experts

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