Sales Culture > Quotation
Create Quotation Template
Posted by i3Teamworks Admin on 1 Mar 2018 12:37pm

Create a Quotation Template to be use personally or to be shared with other colleagues.

Upload the Product and create quotation template by Product item or by product Category.

The created template only available to be used before Expiry date. Set a Validity period to control it.

To upload the product into i3TW, refer to Common Data - Product