Toggle the Widgetbar
customertraxCreating Quotes (Mobile)
Create JDQuote from Mobile App
- Add ‘New’ JDQuote
- From JDQuote group
- Anywhere there is a action menu (triple dots)
- On the JDQuote form
- Enter quote name. Everything else has smart defaults.
- Link in Account Equipment and Inventory (or if created from an Opportunity with items linked, they will copy over automatically)
- Click Create – Once created, a popup window will display the quote automatically and link it back to Handle.