Audience: Builder/ Trade/ Supplier/ Dealer

Read/Watch time: 20 mins

Article contents: Video guide

This video covers:

  • Selecting the right quote letter layout to use

    • The print only layout

    • The custom layout

  • Edit options on the quote

  • Previewing the quote

  • Different methods to deliver the quote to your client

    • Email

    • Client portal

    • Digital acceptance

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