For the complete documentation index, see llms.txt. This page is also available as Markdown.

Quotes

We have created new Quotes section where user can

  1. View Quotes created using Quotes list.

  1. User Can create/Modify Quotes along with products attached to it in the Creatio.

  1. Clone existing Quotes to create new one

  1. Generate Quote in word format using Generate quote DOCX button.

  1. Generate Quote in PDF format using Generate quote PDF button.

  1. Can follow the given workflow with approval process and convert any quote to an Order.

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