- Home
- Knowledge Base
- Quoting
Quoting
This guide helps you set up quoting processes. Add Sales Reps, define support settings, set up maintenance partners, and configure MSA terms. Create a Quote PDF template and learn to build, convert, and price quotes. Advanced options include showing/hiding line item pricing. Export asset data, generate PDF quotes, and manage quotes efficiently.
Quoting Set up
5 ArticlesLearn how to set up your system to be prepared to create a quote.
Creating a Support Quote
4 ArticlesLearning how to set up a Support Quote in Owlytica.
Advanced Quote Options
10 ArticlesThis section will will include additional quote functionality such as: showing or hiding line item pricing, exporting a quote, archiving quotes, bundling multiple contracts into one consolidated quote, building a renewal quote, associating a detailed configuration with an asset, cloning quotes and creating a proposal.