Creating Quotes (Mobile)

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Create JDQuote from Mobile App

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