Links with Other Modules

    A quote linked to a transaction becomes the data source for generating invoices and acceptance certificates: all its line items with names, quantities, prices, discounts, units of measurement, and images are available in the document template.

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    A quote linked to a transaction becomes the data source for generating invoices and acceptance certificates: all its line items with names, quantities, prices, discounts, units of measurement, and images are available in the document template. See Document templates for details.

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    Quotes, Leads, and Projects: How They Connect — if.team documentation