Module 6 Overview
Sometimes you and your customers and your sales team need flexibility to make changes and collaborate before submitting final Orders. This module will explain Quotes and Drafts so you can choose if you want to use them in Zoey.
Learning Plan
Please read through the below pages to see if Quotes or Drafts are right for your business.
- Do I Want to Use Quotes?
- Quote Workflow Options
- Setting Up Quotes
- Drafts vs Quotes
- Creating and Managing Drafts
Assignment
- Assignment: Complete the Quote Set-up Form
Updated 12 months ago