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Starting with an Estimate - Coggle Diagram
Starting with an Estimate
New Document: Quote
Add Contact
Enter Items, Cost, and Price
Unit and Ext Cost Not Visible to Clients
Save Quote
Name Quote & Date It in Document Name
Click Deliver
Select "X Quote (Sunlight)" or Titan C&I Each Pricing to be cleaned up and revisited
Preview/Print; We don't email from QuoteWerks
Save it "Somewhere"
1 more item...