Building Quotes
Learn how to build quotes in Paperless Parts.
- 1. How to Build a Quote
- 2. How to Upload Several Files at Once
- 3. How to Add Customers to the Build-a-Quote
- 4. Working with the Quote-Item
- 5. How to Navigate Operations
- 6. How to Copy Quote-Item Pricing
- 7. How to Add Supporting Files to Quote-Items
- 8. How to Apply Expedites to Quotes
- 9. How to Set A Quote Expiration Date
- 10. How to Add Internal Notes
- 11. How to Edit Terms & Conditions
- 12. How to Send a Quote
- 13. How to Mark Quotes as Sent
- 14. How to Navigate and Edit Assembly Quote Items
- 15. How to Assign Purchased Components
- 16. How to Manually Assign an Assembly