Audience – Builder/ Trade/ Suppler/ Dealer

Read/Watch time – 20 min watch

Article contents – Video guide


This video covers:

  • Selecting the right layout to use

    • The print only layout

    • The custom layout

  • Edit options on the quote

  • Previewing the quote

  • Different methods to deliver to the quote to your client

    • Email

    • Client portal

    • Digital acceptance


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