Support Documents

Getting Started 1

• Quote Icons - Getting Started

User Guides 10

• Creating and Managing Your Quotes - User Guide
• Generating a New Quote From an Existing Quote - User Guide
• Using Inventory Items Within a Quote - User Guide
• How To Use Quote Templates - User Guide
• Deleting Quote Items using Export/Import

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Advanced Functionality 3

• How to Use Quote Approvals - User Guide - Advanced
• Quote List Re-write.
• Understanding Quote Signatures in ServiceBox: With and Without Quote Approvals

FAQ 7

• Finding Missing Quotes - FAQ
• How to Edit Quotes - FAQ
• Charging a "Lump Sum" for Certain Equipment - FAQ
• Change override Quote price to be pretax.
• Merging Multiple Quotes or Work Orders - FAQ

View all 7