Quote Page Features
Explore the tools and actions available on the quote page.
Quote Page OverviewCreate, manage, and prepare customer quotes
The Select Action Menu GuideManage, customize, and take action on customer orders
Home Visits GuideBuild and manage customer home visits
Returns GuideManage and process customer returns quickly and accurately
Loaners GuideLoan out products, track inventory, and manage returns
Add-ons from QuotesEnhance every order with Installs, Protection Plans, and Haul Away services
Applying Coupons & RebatesOffer better deals and close sales faster with stacked promotions
Sending Invoice to CustomerEasily share individual or bulk invoices with customers
Quote Payments & RebatesAccept payments and apply rebates seamlessly at checkout