PSOhub

Claudette Albers-Reid

Understand Quotes and learn how to leverage them.

Learn about quotations and converting them to a project

How to create a quote (or Statement of Work) without a CRM deal or opportunity?

How to publish a quote to share with your customer?

Understand how your customer can accept or decline a published quote

How to withdraw a quote (or statement of work) sent to a customer?

How to link multiple quotes to a deal and version control?

How to delete a quote in draft, submitted, signed, declined or expired stage

Learn how to extend a submitted quote that has expired and is on read-only mode.

How to create a quote (or Statement of Work) from a HubSpot deal?

How to create a quote (or Statement of Work) directly in PSOhub with multiple organizations from a HubSpot deal?

How to create a quote (or Statement of Work) from a Salesforce opportunity?

How to create a quote (or Statement of Work) from a Dynamics 365 opportunity?

Find answers and get help from Intercom Support and Community Experts

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