B2B Ninja

Setting up your quote prefix, starting number & increment.

Quote Naming

How to export a list of all or some of your quotes.

We demonstrate quote expirations and show you how to add them to your template.

Tags are a great way to add business specific tracking and/or information to your quotes. They can be used as filters and advanced buttons

Allows you to set a price higher than that of what is found in your product catalog. This will NOT change items price permanently.

This sets the .pdf attachment option to be true on all newly generated quotes.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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