How to Create a Quote
Want to create a sales proposal quickly and professionally from Adm Cloud?
In this video, we'll show you step-by-step how to create a quote in Adm Cloud, including:
🔸 How to select the client, salesperson, and payment terms
🔸 Registering products or services
🔸 Applying discounts and notes
🔸 How to convert a quote into an invoice or order without re-entering data
🔸 How to share a public link with your client to view the quote online
Get the most out of your CRM/ERP system and accelerate your sales process!
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🌐 Learn more at: www.admcloud.net