Tip of the Month- The Stage of the Selling Process Should Determine Whether You Use Simple vs. Formal Quotes

From the Shopping Cart, tap the email icon on the bottom left of the screen.

Simple Quote

If you are in the beginning of the sales cycle and want to send an informal quote with product information and custom notes, then use the Simple format.

Formal Quote

If you are finalizing the sale, send a formalized, branded quote for easy printing and review!