- Creating Quotes
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Create a Quote
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Quote Level Information
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Written Example of Creating Quotes
- Contact
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Creating Contacts & Accounts
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Written Example of Contacts
- Uploading Files
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Uploading Files
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Import Historical Work
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Written Example of Uploading Files
- Managing Quote Items
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Merging Files.mov
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Reordering Parts.mov
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Removing line Items.mov
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Written Example of Managing Quote Items
- Process, Materials, & Finishes
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Process, Material, and Finish
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Written Example of Process, Material, & Finish
- Costing a Part
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Setting Up Your Router
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Written Example of Setting Up Your Router
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Reviewing and Adjusting Costs
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Written Example of Reviewing and Adjusting Cost
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Written Example of Changing Costing Variables
- Costing & Pricing Tables
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Costing Table
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Written Example of Costing Table
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Pricing Table
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Written Example of Pricing Table
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Written Example of Discounts
- Add-ons
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Add-ons
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Written Example of Add-Ons
- Lead Times
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Lead Times
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Written Example of Lead Times
