Manage Your Quotes

Posted by Genny Stevens on Dec 1, 2014 3:00:00 PM

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Once you’ve created your quotes, WorkflowMax makes managing them a breeze.

How much you can edit a quote depends if it's at draft stage or has been issued. Issued quotes may need to be revised. This video shows you the process and outcomes of editing and revising quotes.

WorkflowMax makes it easy to manage your quotes online and turn them into jobs.

For further details, go to the Quote manager topic in the WorkflowMax help centre.

Topics: Quotes and jobs

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