Managing Quotes
Learn how to manage quotes in Paperless Parts.
- 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
- 14. Creating Dashboard Filters and Exporting