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Working with different kinds of documents should not feel like rocket science. To optimize your document editing time, you need a swift solution like DocHub. Manage more with all our tools at your fingertips.
just two small units configure quote templates and track contracts learning objectives after completing this unit you will be able to explain how quote templates help sales reps efficiently prepare quotes for customers set up code templates create contracts quote basics as you say as well work on their deals they prepare quotes for the customers quotes show your customers the prices of the products and services your company offers your reps have the flexibility to create a set of quotes that show different combination of products discounts and quantities that way your customers can compare prices first things first though our sales force admin maria enables quotes here is how from the setup maria anders code in the quick find box and selects quote settings then she selects enable so this apparently in the batman setup so lets go there some quote settings it apparently needs to be enabled that quotes can be generated as a pdf itll select the page layout on which you want the quotes r