Go to Workever
All Collections
Quotes
Quotes
Learn how to easily create professional Quotes in Workever
6 articles in this collection
Written by
Damien Knight
and
Dan S
Quote Templates
Quote Templates help you save time by using preset information to populate common fields in your quotes
Written by
Dan S
Updated over a week ago
Exporting quotes
How to use export the details of your quotes in a customised .xls report.
Written by
Damien Knight
Updated over a week ago
Filtering Quotes
How to filter in the quote section to produce custom views
Written by
Damien Knight
Updated over a week ago
Converting Quotes to Jobs
How to mark a quote as 'accepted' and convert this into a job
Written by
Damien Knight
Updated over a week ago
Sending Quotes to a Customer
How to send a copy of a quote to a customer
Written by
Damien Knight
Updated over a week ago
Adding quotes
How to create a quote
Written by
Damien Knight
Updated over a week ago