Explore the tools and actions available on the quote page.Documentation Index
Fetch the complete documentation index at: https://appliance-preview.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Articles
- Quote Page Overview: Create, manage, and prepare customer quotes
- The Select Action Menu Guide: Manage, customize, and take action on customer orders
- Home Visits Guide: Build and manage customer home visits
- Returns Guide: Manage and process customer returns quickly and accurately
- Loaners Guide: Loan out products, track inventory, and manage returns
- Add-ons from Quotes: Enhance every order with Installs, Protection Plans, and Haul Away services
- Applying Coupons & Rebates: Offer better deals and close sales faster with stacked promotions
- Sending Invoice to Customer: Easily share individual or bulk invoices with customers
- Quote Payments & Rebates: Accept payments and apply rebates seamlessly at checkout