Quotation
A quotation provides a formal price estimate, including services, quantities, and terms, for customer approval.
Quotation Workspace Overview
This guide explains how to navigate and use the Quotation Workspace in WorkTraq. Video Tutorial ...
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 ...
Quotation Workflow
This guide explains how to review and understand the workflow used for a quotation in the WorkTra...
Submit Quotations
This guide explains how to submit a quotation in WorkTraq, export it as a PDF, and request manage...
Convert Quotation to Sales Order
This guide explains how to convert an approved quotation into a sales order in WorkTraq. Video T...
Duplicate a Quotation
This guide explains how to duplicate an existing quotation in the WorkTraq application. Video Tu...