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Building Professional Quotes for Your Customers

Proposals and Quoting is one of the important stage for closing the deal. Once the customer is happy with your product, you can quote and then after the approval you can convert the accepted proposals, quotes and estimates to invoices without the need of creating again. Learn more @ https://goo.gl/24xFJi

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Building Professional Quotes for Your Customers

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  1. Building Professional Quotes for Your Customers

  2. Agenda Apptivo’s Quoting Solution Components of an Estimate Print/Web Layout Overview Configuring the Default Layout

  3. Apptivo Quoting Solution Quoting done via the Estimates App Generates quotes from Opportunities (or create on the fly) Customers can view quote on any device (or paper) Convert quotes to invoices, projects, orders,

  4. Components of an Estimate Fields & Data Email Template PDF & Web • This is presentation of the quote to the customer. • You can choose which fields & data to display to the customer. • A PDF file is attached with email, or printed on demand • A hyperlink is sent via email to view & approve the estimate online • Manage multiple templates • This is the message that is sent within the email subject/body to your customer. • Emailing is not mandatory, you can print directly. • Manage multiple email templates • Include any fields & data inside of the email template • Controlled via “Master Layout”. • This is what you and your team see & complete when creating an estimate inside of Apptivo. • Includes things that are unique for each estimate, such as the customer info, products/services, and custom notes.

  5. Print/Web Layout

  6. Getting Started With the Layout Editor • Add Your Business Logo & Contact Info • Change the Print/Web Terminology to Match Yours • Add any Custom Fields Required • Remove the Clutter • Personalize it With Your Own Greetings & Legal Text

  7. Thank You! Learn more @ https://goo.gl/24xFJi For video, visit https://goo.gl/r5Deh8

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