D-Tools

An introduction to the Mobile Quote functionality

Mobile Quote Overview

Mobile Quote App Overview

Understand the hardware and software requirements to use Mobile Quote

Hardware and Software Requirements for Mobile Quote

How to register the Mobile Quote app with SI

Registering the Mobile Quote App

Ashok P

Mobile Quote

Understand the synchronizations that happen between SI and Mobile Quote

Synchronization between SI and Mobile Quote

How to build the Mobile Quote Catalog so you can add Items to Quotes in the Mobile Quote app

Building the Mobile Quote Catalog

How SI calculates the Price/Quality levels of the items in the Mobile Quote catalog

Automatic Calculation of Good, Better, and Best Price Levels

Everything you need to know to set up Mobile Quote and start building quotes

Setting up Mobile Quote

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

Everything you need to know about creating and approving quotes

Working on Quotes

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.