Sales & Services - Business Hub

Quotes

• Quote overview
• Create quote
• Edit quote
• Email quote to customer
• Mark quote as sent
• Convert quote to an order

Orders

• Order overview
• Orders List
• Create order
• Edit order
• Using the Product Selector
• Add a free form product

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Quote & Order Common Tasks

• Assign quote/order to a sales team member
• Download quote/order
• Cancel quote/order
• Delete quote/order
• Add payment to quote/order
• Add refund to quote/order

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Abandoned Carts

• Abandoned carts overview
• View abandoned carts
• Manually send abandoned cart follow-up email
• Download abandoned cart order PDF
• Convert abandoned cart to quote
• Convert abandoned cart to order

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Approve Payments

• Approve payments page