Quoting
Fieldmagic allows you to drag-and-drop PDF attachments* to merge into your Quote Documents. This is particularly useful if you are looking to present a Quot...
Wed, 11 Mar, 2020 at 2:46 PM
A price book is a list of products with custom prices, called unit prices. Price books are ideal for offering products at different prices to different mark...
Mon, 19 Aug, 2019 at 1:47 PM
Use Cases for Quotes Fieldmagic allows you to create Quotes that can hold multiple quote versions. This is often useful for sending a number of quotes t...
Thu, 18 Nov, 2021 at 1:33 PM
Fieldmagic allows you to set-up your quote templates while working within a Quote. Please see the below steps showing how this is done. To learn more about ...
Tue, 10 Mar, 2020 at 11:45 AM
Fieldmagic allows you to convert your Quotation to a Job by using the Convert button shown in your Quotation. Step 1: Select The Convert Button On ...
Fri, 20 Oct, 2023 at 4:36 PM