Choosing your editor There are 3 editors that this tutorial applies to. This is the quote builder, the additional quote builder, and the template builder. The quote builder is for the initial quote that is provided for the customer. These
Adding Parts One of the benefits of using One Click Solution to generate your quotes is that it allows you to quickly create and quote. However, data does need to be entered before you can begin to create your quotes.
Creating your quotes Creating a quote requires you to first have a clientÂ to attach the quote too. When you create a new client a quote is created by default, as long as the checkbox labeled as ‘Create Quote?’ is checked.
Creating your clients One of the first thing you will probably want to do is add a new client. To find the form for creating a new client go to the left-hand side menu. From there you should navigate to