Quotations
- 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)