Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 10 Next »

This page outlines the elements associated with creating and managing Quotations.

The Quotes module enables:

  • Creation and maintenance participant information and related service engagements.

  • Creation and maintenance services required by participants and related budgets

  • Reporting of the above information to participants in the form of Service Agreements.

 

Navigating the Quotation RecordCreating a Quotation RecordEditing a Quotation RecordConverting to a Client

  • No labels