SmartQuote Help Docs
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Administrative
- Passwords
- How to Export Data to Excel
- Price Method Management
- Customize Your View of User and Customer List
- Create, Edit, or Delete Users
Quoting Basics
- Quote Status Management Tools
- Customize Your View of the Sales List
- SmartQuote Basics – How to Get Around
- Make a Global Change
- How to Select Options
- How to Add Dealer Line Items, or Misc. Fees
- Create a New Quote
- Create a New Customer
- Convert a Quote into an Order
- Building a Custom Configuration
- Add Doors to a Quote from our Model Gallery
Advanced Quoting Topics
- Plausibility Errors
- How to Order Parts and Pieces
- How to Adjust Line Item Pricing
- Shapes
- Create Multiple Versions of a Quote
Reports
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