Quotes
Create and edit quotes that turn into jobs on approval
By Nicole1 author10 articles
- Create a QuoteLearn how to create a quote in Pool Brain.
- Edit a QuoteHow to edit a quote in Pool Brain.
- Send a QuoteLearn how to send a quote to a customer in Pool Brain.
- How to Approve, Deny, or Close a QuoteLearn what each quote status means and how to change the status of a quote in Pool Brain.
- Quote -> to Job -> to Invoice LifecycleLearn how approving a quote automatically creates a job and how closing that job automatically creates an invoice in Pool Brain.
- Quote TemplatesLearn how to create and edit quote templates in Pool Brain.
- Delete a QuoteLearn how to delete a quote in Pool Brain.
- How Customers Ask Questions From a QuoteLearn how customers can submit questions about a quote in Pool Brain.
- Automatic Follow-Up Emails for QuotesLearn how to set up auto-follow up emails for open quotes in Pool Brain to close more quotes, with no extra effort.
- Quote Activity HistoryHow to view and audit all of the actions taken by a user or the system on any quote