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