Quotes
Easily create, manage, and send out quotes to keep your business moving forward.
Getting Started
User Guide
- How To Use Quote Templates - User Guide
- Deleting Quote Items using Export/Import
- Using "Quotes" to create Service Agreements
- A Guide to Deactivating Quote and Invoice Categories in ServiceBox
- New Quote Approval Feature - Display Item Name and Long Description
- How to Include Custom Financing Information on Quotes in ServiceBox
- Generating a New Quote From an Existing Quote - User Guide
- Using Inventory Items Within a Quote - User Guide
- Creating and Managing Your Quotes - User Guide
- Navigating Quote Visibility and Search Efficiency in ServiceBox: Understanding Quote Statuses and Customizing Expiry for Enhanced Management
Advanced Functionality
FAQ
- Finding Missing Quotes - FAQ
- How to Edit Quotes - FAQ
- Merging Multiple Quotes or Work Orders - FAQ
- Charging a "Lump Sum" for Certain Equipment - FAQ
- Why Do My Quotes go Straight to "Expired" after Completing them
- If I Generate an Email Log Report, will it Indicate Whether the Customer has Opened the Email or Solely if they Clicked on the Portal Link?"