Creating and editing Leads and Quotes, Quote Report, Reporting on Leads and Sales
Overview In this article we’ll describe how to add custom text to the Accept Quote web page (when the customer uses the Accept Quote link from the email). Configure the Custom Text Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click Accept Link HTML. Input the text you would like to Read more…
Overview When designing a system the Invalid panel configuration error occurs when the combination of products used cannot be found in the product Kits list. How to find valid product combinations Open the Main Menu and scroll down to CONFIGURE Click Products Click the Kits button and add a filter on the Panel column Read more…
Overview The products that are displayed in Your Custom System Details on the Quote Proposal document are configurable. Configure the product Open the Main Menu and scroll down to CONFIGURE Click Products Search for the product you want to add to the Your Custom System Details section Under the Product Read more…