- Basics
- Product updates
- Dashboard
- Projects
- Calendar
- Tasks
- Planner
- Contacts
- Customer portal
-
Quotes
- Video: Quotes
- Video: Pipeline
- The list of quotes
- Pipeline – quotes by stages
- Adding, modifying and deleting a quote
- Viewing and sending a quote
- Project on each document line
- How to use subheadings
- Standard quotes
- How to create custom price lists for different clients?
- Interested party
- How to modify the numeration
- Turning a quote into an order
- Turning a quote into a purchase order
- Turning a quote into a bill
- Turning quoted services into tasks
- Turning a quote into a project
- Turning quote subheadings into project phases
- Pipeline report
- Adding products and services (rate cards)
- The list of products and services
- Best practices: How to track sales in Scoro?
- Best practices: Most used sales reports in Scoro
- Orders
- Invoices
- Expenses
- Purchase orders
- Bills
- Budgets
- Marketing
- News Feed
- Files
- Media
- Reports
- Administration
- Integrations
- Settings
- Import/Export
- Help Center
- Knowledge base
- Quotes
- Video: Pipeline
Video: Pipeline
With Scoro's pipeline you can be so much better at forecasting your sales and always know whether there are enough opportunities waiting.
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