Quoting Set up

Learn how to set up your system to be prepared to create a quote.

Setting Up Sales Reps in a Company

Sales Reps ( a type of staff) can be assigned to a specific quote. Video Instructions First add Sales...

Support Levels are your SLAs you deliver against your assets. Examples are 24x7x4 or 8x5xNBD (next business day Video ...

Support Partners are the actual companies performing the backline service on the asset or device. It could be the OEM...

To set up MSA terms and conditions: From the main menu navigate to Settings > Account Setup > Platform Settings...

Setup the company logo, company information and terms and conditions that are shown in a quote. Video Instructions To...