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How to use products & quotes


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That is correct. The quotes module lets you set the number of each specific product you want to include. So if you used quote-based sales, you'd want to enter all your products first, then on a Contact record hit "Create Quote" and you can enter quote details and email them to the contact.

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  • 2 months later...

There was a change recently to all dropdowns that made it so that no option is selected by default, to prevent bad data from being input. Check to make sure you marked the product as active to see if that's causing the issue--I just made the same mistake while testing for the bug.

 

Jake

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