Results Quotes:  Tips and Tricks

A Free Results Training Webinar
Monday, April 18, 2016 at 1:30 – 2:15pm Eastern

 
Did you know the Results Quoting module has advanced features designed to save you time and make sending quotes more efficient?
Results can help you save time and improve accuracy with features like Product Groups, Quote templates, and RapidAdd.
Join us to learn more about these powerful tools in the Results Quoting
 module.  You’ll learn how to:
  • Create Quote templates for frequently ordered items
  • Bundle products into groups for items that are frequently purchased together
  • Use the Rapid Add screen to quickly add products to a quote, using either the Tree or Grid control
  • Convert a Quote to Service Orders, Sales Orders, Invoices and Purchase Orders
  • Use Quote documents to access field-captured pictures and signatures
  • Use print/email options to email Quote as a PDF with a preset email template per user
  • Leverage the power of Crystal Reports to design and order elaborate proposals and agreements
 Note: Even if you can’t attend in person, register now to receive the webinar recording.
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