Quotes

Understand what quotes are and how to work with them.

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11 articles in this collection
Written by Claudette Albers-Reid

Introduction to Quotes

Learn about quotations and converting them to a project
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Written by Claudette Albers-Reid
Updated over a week ago

Create a quote in PSOhub without a CRM deal/opportunity

How to create a quote (or statement of work) without a CRM deal or opportunity?
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Written by Claudette Albers-Reid
Updated over a week ago

Create a quote from a HubSpot deal

How to create a quote (or Statement of Work) from a HubSpot deal?
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Written by Claudette Albers-Reid
Updated over a week ago

Create a quote in PSOhub with multiple organizations from a HubSpot deal

How to create a quote (or Statement of Work) directly in PSOhub with multiple organizations from a HubSpot deal?
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Written by Claudette Albers-Reid
Updated over a week ago

Create a quote from a Salesforce opportunity

How to create a quote (or Statement of Work) from a Salesforce opportunity?
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Written by Claudette Albers-Reid
Updated over a week ago

Create a quote from a Dynamics 365 opportunity

How to create a quote (or Statement of Work) from a Dynamics 365 opportunity?
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Written by Claudette Albers-Reid
Updated over a week ago

Publish a quote

How to publish a quote to share with your customer?
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Written by Claudette Albers-Reid
Updated over a week ago

Sign or decline a quote

Understand how your customer can accept or decline a published quote
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Written by Claudette Albers-Reid
Updated over a week ago

Delete a Quote

How to delete a quote (or statement of work)?
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Written by Claudette Albers-Reid
Updated over a week ago

Revoke a Quote

How to withdraw a quote (or statement of work) sent to a customer?
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Written by Claudette Albers-Reid
Updated over a week ago

Copy a quote

How to link multiple quotes to a deal and version control?
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Written by Claudette Albers-Reid
Updated over a week ago