PSOhub

Learn about quotations and converting them to a project

Introduction to Quotes

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.

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