Sales Management

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Features Getting Started

Confirm or Reject a Quote

When a Quote is first created, it has the status Open. It is the draft version that you can edit, add products or services to, before sending it to your Client.

When the Quote is ready, send it to your Client.

If the Quote is accepted by the Client, open the Quote and tap or click the Mark Confirmed button. The Quote status moves to the Confirmed list.

If the Quote is not accepted after some time, tap Mark Rejected. The Quote status moves to the Rejected list.

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