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How can I generate a quote?

12-04-2019
Tags: Quotes, Setup

A Quote provides a prospective buyer with a list of the products and services they would like to purchase, along with the price associated with those products services. There are several different "quote types" in OnSite which allow a User to provide many different pricing scenarios. Quote types are explained in the videos below.

 

        Quote Setup

           

 

 

 

     Creating a Quote