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In this tutorial, Steve from Printavo explains how to create a quote using Printavo's quote-building tool. To access the tool, users click on the "plus quote" button to start building a quote from scratch. The platform allows users to duplicate previous quotes or create new quotes from customer profiles, leading to a standardized quote page. The initial step involves adding a customer, which can be done by selecting from a dropdown menu of existing customers or searching by name or company. This flexible search feature enables users to find the desired customer easily before proceeding with the quote.
