- Quote Setup
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Create Quote 1 min
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Contacts & Accounts 2 min
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Dues Dates & Expiration Dates 2 min
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Assigning Salesperson 1 min
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Assigning Estimator 1 min
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Send from Facility (Premium) 1 min
- Working Through A Quote
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Create Line Items 2 min
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Configure Line Items 2 min
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Process, Material, Finish 2 min
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Operations 4 min
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Add-ons 2 min
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Summary Table 2 min
- Organize, Review, & Send
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Navigation Bar 1 min
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Note Fields on a Quote 2 min
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Expedites 1 min
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Finalize & Send 2 min
Building Quotes
How do I draft a quote, estimate the parts on a quote, and send a quote in Paperless Parts
This course will walk you through the basic quoting process, including:
- Quote creation
- Creating and configuring line items
- How to price parts
- Sending quotes
This is a foundational course that will be built on by subsequent courses in your training regiment.