How to create a text based quote [Video]

In this training video, you can learn how create and send a text based quote within Adminbase. This includes how to create an default quote that you can edit for each lead.

In Brief

  • To create a quote open a Lead record and click on Quotes → Simple

  • Add a new quote by entering a quote description and then click on Quote Text. Here you can free type the quote details, or you can use a default quote

  • To create a default quote, click Edit Defaults, select the quote type you would like to edit and then click Edit Default…

  • Create a default quote witting this text editor, leaving blank spaces for any extra information you would like to include

  • Back within the Quote Text screen, click Reset to Default to import the default text, and type any extra details you would like to include

  • To send this quote, click Email, select Quote Letter and choose either Print or Email

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