You can add more than one quote to a proposal, and this is a great way to offer a cross-sell or up-sell, or a good/better/best set of options. When you have more than one quote on a proposal, the quotes … Read More
Products, Services and Quotes
A proposal can have one or more quotes. (Actually, you can have a proposal without any quotes, but then you don’t get the advantage of Mimiran computing the appropriate pricing.) You can even think of a proposal as being one … Read More
Yes. You can then select from this catalog to create quotes, so you have a standardized way of managing offerings and prices.