Quoting

Attaching PDF Documents to Quotes
Fieldmagic allows you to drag-and-drop PDF attachments* to merge into your Quote Documents. This is particularly useful if you want to present a Quote with ...
Mon, 23 Sep, 2024 at 4:25 AM
Using Quoting Price Books
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
How to Create a Quote and Quote Versions Work
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
How to Set-Up Your Quote Templates
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
Converting a Quotation to a New Job
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 In ...
Mon, 23 Sep, 2024 at 4:42 AM