Quote & Order Common Tasks
- View quote/order
- Assign quote/order to a sales team member
- Download quote/order sheet
- Print quote/order sheet
- View quote/order sheet
- Download quote/order proof sheet
- Print quote/order proof sheet
- View quote/order proof sheet
- Limit available payment methods for quote/order
- Add payment to quote/order
- Add refund to quote/order
- Add credit to quote/order
- Reposition line items in quote/order
- View history of quote/order
- View email history for quote/order
- View quote/order as customer
- Cancel quote/order
- Delete quote/order
- Add internal note to quote/order
- Add/Remove Coupon Code or Gift Certificate in Business Hub