Basics Dashboard Projects Calendar Tasks Planner Contacts Quotes Orders Invoices Purchase orders Bills Budgets Marketing News Feed Files Media Reports Administration Integrations Settings Import/Export
Quotes Video: Quotes Video: Pipeline The list of quotes Pipeline – quotes by stages Adding, modifying and deleting a quote Viewing and sending a quote Project on each document line How to use subheadings Standard quotes How to create custom price lists for different clients? Interested party How to modify the numeration Turning quoted services into tasks Turning a quote into a project Turning quote subheadings into project phases Pipeline report
Video: Quotes Video: Pipeline The list of quotes Pipeline – quotes by stages Adding, modifying and deleting a quote Viewing and sending a quote Project on each document line How to use subheadings
Standard quotes How to create custom price lists for different clients? Interested party How to modify the numeration Turning quoted services into tasks Turning a quote into a project Turning quote subheadings into project phases Pipeline report