Quotes
Create and manage quotes to structure your sales process and convert proposals into projects.
Understanding Quotes
Creating Quotes
- How to Create a Quote in PSOhub From a HubSpot Deal
- Create a quote in PSOhub
- How to create a quote from a deal in HubSpot
- How to Create a Quote from a HubSpot Deal with Multiple Organizations in PSOhub
- How to Create a Quote in PSOhub from a Salesforce Opportunity
- How to create a quote in PSOhub from a Dynamics 365 opportunity
Managing Quotes
- Decline a Quote: How to Decline a Quote in PSOhub
- How to Delete a Signed Quote Using the Test Quote Feature
- How to Copy a Quote in PSOhub
- Delete a Quote: How to Delete a Draft, Submitted, Declined or Expired Quote
- Revoke a Quote: How to Withdraw a Submitted PSOhub Quote
- Extend an Expired Quote: How to Resubmit a Quote That Has Expired in PSOhub
- Quotes Tags: How to Add and Use Tags for Quotes in PSOhub