Squeegee Training Academy Module 13 Quoting

13 Quoting

Module 13 shows businesses how to create and send quotes and set up the automation to enable the customer acceptance flow.


Lesson content

By the end of this module, you'll be able to create new customer quotes ready for sending for approval.

By the end of this module, you'll understand the quoting flow and how to book in accepted quotes as jobs.

By the end of this module, you'll be able to recognise the status of a quote at a glance.

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