Managing Quotes

Learn how to manage quotes in Paperless Parts.

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• 1. How to Navigate the Quotes Dashboard
• 2. How to Move Quotes in the Quotes Dashboard
• 3. How to Download Quote Files
• 4. How to Copy Quotes
• 5. How to Mark Quotes as Lost
• 6. How to Cancel Quotes
• 7. How to Follow Up on Outstanding Quotes
• 8. How to Resend Quotes
• 9. How to Create Quote Revisions