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  1. Zigaflow Support
  2. Core Modules
  3. Quotations

Quotations

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  • Forecast / Probable Values on Quotations
  • Making Items (Products/Services) Optional
  • Getting Started with Quotations in Zigaflow
  • How Pricing Works in Zigaflow Quotations
  • Quotation PDF Templates & Tags
  • (Video) Setting up Automatically Scheduled Emails (to Clients and Staff) - Scheduled Messages
  • Quote Revisions and Versions
  • Creating a Quotation "Pre-build" Template (not a PDF template)
  • Managing Discounts and Quote Size Limits for Sales Staff
  • Show/Hide Columns or Fields on Quotation Screens
  • How to Create & Send a Quotation
  • Email Reminders for Overdue Quotes (internal users)
  • Add a Percentage Value of a Quote (for freight and other charges)

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