Follow the steps to build your first quote in this platform walkthrough.
- 14 days to try the platform
- Retaining your data from the sandbox
- Invite unlimited users
- Platform walkthrough
- Categories and presets
- Supplier catalogues
- Adding products
- Adding a customer
- Quote summary and quick quote
- Building detailed quotes
- Adjusting prices
- Generating a proposal
- Knowledgebase
- Support
