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Creating a Quick Quote

  • quick-quote

You can also create a Quick Quote from within an Account record or from the New menu.

This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time.

You can Add items, Edit and Delete the Quote as other Quotes.

Use Reference Numbering to uniquely number your Quotes.

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