Knowledge base
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
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