How to Create a Quote

Learn about Owlytica’s quote creation process with this tutorial. Learn to create a polished quote featuring a fully customized Company Branded Quote, Detailed Asset List, and incorporated Terms and Conditions. We’ll guide you through the steps of adding system-level information, including Asset Types, OEMs (Original Equipment Manufacturers), Products, Support Partners, and Support Levels.

Whether you’re new to the system or seeking advanced functionalities like bulk uploads and custom variables, this tutorial provides a solid foundation for your journey. Join us on this exploration of creating professional, error-free quotes and maximizing the potential of our platform. Stay tuned for upcoming videos covering additional functionalities to enhance your experience. Let’s dive in and elevate your quote generation process!

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