DocHub enables you to correct record in Price Quote swiftly and quickly. Whether your form is PDF or any other format, you can easily modify it leveraging DocHub's user-friendly interface and robust editing capabilities. With online editing, you can change your Price Quote without the need of downloading or installing any software.
DocHub's drag and drop editor makes personalizing your Price Quote straightforward and efficient. We securely store all your edited papers in the cloud, allowing you to access them from anywhere, anytime. Moreover, it's easy to share your papers with parties who need to review them or create an eSignature. And our deep integrations with Google products let you import, export and modify and endorse papers right from Google apps, all within a single, user-friendly program. Plus, you can easily transform your edited Price Quote into a template for repetitive use.
All completed papers are securely stored in your DocHub account, are easily handled and shifted to other folders.
DocHub simplifies the process of certifying form workflows from day one!
hello and welcome to this prospect 365 CRM video where today well be looking at how to create a quote record underneath a contact here we have our contact John Britnie and were going to create a quote underneath them if you would like to create a quote you just need to use the quick add at the top here and choose quote this will open up our new record creation window the first bit of information that we need to input is the description of this quote this is going to be detailing exactly what we will be selling to this particular customer for example new valve installation below this we can then choose the operating company the currency that we wish to sell in and we can even choose another quote to base this particular quote on so using a template we then get the option to choose our sales persons this is going to be the contacts within the CRM that well be looking after this particular sale so for instance myself is about you then get the option to choose your pipeline so as standa