Building Professional Quotes for Your Customers

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Building Professional Quotes for Your Customers
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Agenda

1. Apptivos Quoting Solution
2. Components of an Estimate
3. Print/Web Layout Overview
4. Configuring the Default Layout

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Apptivo Quoting Solution

• Quoting done via the Estimates App
• Generates quotes from Opportunities
• (or create on the fly)
• Customers can view quote on any device (or paper)
• Convert quotes to invoices, projects, orders,

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Components of an Estimate
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Print/Web Layout
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Getting Started With the Layout Editor

1. Add Your Business Logo Contact Info
2. Change the Print/Web Terminology to Match Yours
3. Add any Custom Fields Required
4. Remove the Clutter
5. Personalize it With Your Own Greetings Legal
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Learn more _at_ https//goo.gl/FTQjMF For video,
visit https//goo.gl/Y991vN