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Quoting Feature Videos

Understand how quoting works within ServiceBox. Follow the videos below to get a handle on how to create quotes, copy quotes, price quotes, offer discounts and email customers using templates.

Understand the entire workflow of creating a quote, work order and invoice.  This video goes over the entire process (quickly).  It's a great starting place to get a quick handle on all things quoting.

 

 

Create and Price a New Quote

In this video we go over how easy it is to create and price a new quote.

 

 

Create a Quote by Copying an Existing Quote

You can duplicate an existing quote that will pull all relevant values into a fresh quote to work from.

 

 

Use Email Templates in Quotes

In your organization you can create multiple email templates to send specific emails to customers at the right time in our quoting feature.

 

 

Use Expired to Clear Out Old Quotes 

Using the 'expired' feature keeps things organized by cleaning up old quotes.

 

 

How to Add Attachments to Quotes Using PDF or Email 

You can add attachments to your quotes using a PDF or an email. See how:
 

 

 

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