DocHub provides a seamless and user-friendly option to set record in your Product Quote. No matter the intricacies and format of your document, DocHub has all it takes to ensure a quick and hassle-free editing experience. Unlike other solutions, DocHub stands out for its exceptional robustness and user-friendliness.
DocHub is a web-centered solution letting you modify your Product Quote from the convenience of your browser without needing software downloads. Owing to its intuitive drag and drop editor, the option to set record in your Product Quote is quick and easy. With versatile integration capabilities, DocHub allows you to import, export, and modify papers from your selected program. Your completed document will be saved in the cloud so you can access it readily and keep it secure. You can also download it to your hard drive or share it with others with a few clicks. Also, you can turn your document into a template that prevents you from repeating the same edits, including the ability to set record in your Product Quote.
Your edited document will be available in the MY DOCS folder inside your DocHub account. On top of that, you can use our tool tab on the right to merge, split, and convert files and rearrange pages within your papers.
DocHub simplifies your document workflow by offering a built-in solution!
hi welcome to truth in this session were going to discuss the two main ways to create a quote record the first is going to be creating a quote from a lead and the second is going to be navigating directly into the quotes module and creating a brand new record so to begin were going to navigate to the jobs workflow by selecting on the main menu and choosing jobs and then for the first example were going to discuss creating a new record from lead so I can come in here and find the particular record that Im looking for and when I click on that record I can go up to the options and select new quote from here theres three options that Im going to be asked to create a brand new client account skip creating a client account or select from an existing client account so for the first example under the leads Mazal Im going to go ahead and choose new so what thats gonna do is create a brand new client account based on the contact name listed in the lead so went ahead and set samantha jone
