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There are 6 key steps when quoting a job for a client, regardless of if the quote is generated as an attachment (pdf, word, etc.), as an email, or as an online quote page. These 6 steps are:

1. Quote setup – Constructing the quote and its details, etc.,

2. Send Online Quote – Sending the quote to your client for their review and acceptance,

3. Quotation Update Required 

   • Expired URL Link,

   • Re-quoting,

4. Sales Follow-up – managing outstanding quotations,

5. Quotation Resolution with an acceptance,

6. Quotation Resolution with a decline.

We trust you are already using Moveware for all these steps. Throughout this guide we will explain how each step can be managed with the incorporation of an Online Quote to your system.