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Quote-to-Order Workflow
Take more orders more quickly by optimising your Quote-to-Order Workflow!
28 articles
Taking Card Payments via your Quote-to-Order Workflow
Enable Internal Order Notification Emails
Quote-to-Order Workflow
Order Confirmation Popup
Uploading Files to CRM Library
Attaching CRM Library Files to Email Templates
Adding Quote-to-Order Workflow Buttons
Selecting Price Tier when Quoting
Enabling Mandatory Customer Order Reference
Opportunity, Quote & Sales Order Defined
Different Upsell Manager Links Explained
Configuring Attachments for Email Templates
Add Upsell Options
Apply Company Branding (Customer Portal)
Using Upsell Manager Links when Quoting
Allow Editable Descriptions, Prices & Discounts on Quotes
Enabling Product Images for Word & Email Quote Tables
CRM Product Creation
Pinning your most-used Document Templates
Importing Products to a Quote from a CSV/Excel File
Configuring your Equipment Types
Different Ways of Adding Products to a Quote
Template Quotes
Configuring your Product Packs
Using Product Packs when Quoting
Set up Manual or Automatic Delivery Charges
Delivery Charge Popup Window
Configuring your Order Confirmation Email