You can now send quotes to existing customers

Posted by getSoapy on 13th October 2024 in What's New . Last updated: 13th October 2024

You can now send quotes directly to your existing customers, and they can view and respond to them in the customer portal.

This makes it faster and easier to provide quotes to your existing customers.

To get started, go to the customer's profile and select 'Add quote' from the menu.

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