Quotation
A quotation provides a formal price estimate, including services, quantities, and terms, for customer approval.
Create a New Quotation
This guide walks you through the steps to create a quotation in the WorkTraq application. Video ...
Add Line Entry to a Quotation
This guide explains how to add products, shipping, and additional details to a quotation in WorkT...
Review & Adjust Quotation Costing
This guide shows you how to review costing details for a quotation. You will learn how to adjust ...