Sales

Proposal Options Page: Services

Sales, Building A Proposal, Customizing Proposals

Proposal Options Page: Discounts, Rebates & Credits

Sales, Building A Proposal, Customizing Proposals

Proposal Options Page: Summary & Finance Plans

Sales, Building A Proposal, Customizing Proposals

The Show Page

Sales, Getting Started with Pricebook, Building A Proposal, Making Sales

Editing A Homeowner’s Proposal

Sales, Customizing Proposals, Making Sales

Print a Proposal

Sales, Getting Started with Pricebook, Making Sales

Emailing A Proposal

Sales, Getting Started with Pricebook, Making Sales

The Buy Now Process

Sales, Getting Started with Pricebook, Making Sales

Post Sale: Sales Order Tab

Sales, Customizing Proposals, Making Sales

The Sales Order Tab: Overview

Sales, Making Sales