Quotes overview
The module is for creating quotes and maintaining the catalog of products and services they are made of.
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A quote can be linked to a lead, contact, project, or transaction (income or expense), and used as the basis for generating an invoice or an acceptance certificate with itemized positions, prices, and images.
Open the module from the ... menu in the top navigation → Quotes. A panel with two sections appears on the left: Quotes and Products and services.
Please note
If you work with the module every day, move it to the main navigation via Menu settings in the same "..." menu.
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