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  1. improveit! 360
  2. Quotes

Quotes

Configuration

  • Fall '20 Release: Quote View Page - Totals section is now Configurable

How To

  • Create a Quote (video)
  • Creating Quote Templates
  • Import Quote to a Sale
  • Use Quote Templates

Troubleshooting

  • Issue: Why are my items in a different order on my Quote document vs. my Quote Items?
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