Sales & Service - Business Hub
Dashboard
Quotes
- Quote overview
- Quotes List
- How to Create a Quote in Business Hub
- Edit quote
- Email quote to customer
- Mark quote as sent
Orders
- Search for a Customer's Previously Uploaded Design in Business Hub
- Order overview
- Orders List
- How to Create an Order in Business Hub
- Edit order
- Using the Product Selector
Order Production Management
Quote & Order Common Tasks
- Delete Quotes in Business Hub (Draft or Live) — Including Test Mode Quotes
- View quote/order
- Assign quote/order to a sales team member
- Download quote/order sheet
- Print quote/order sheet
- View quote/order sheet
Abandoned Carts
- Abandoned carts overview
- View abandoned carts
- Manually send abandoned cart follow-up email
- Download abandoned cart order invoice PDF
- Print abandoned cart invoice sheet
- View abandoned cart invoice sheet