D-Tools

Quote States and how they work on D-Tools Cloud

Quote State

Client Mode and how it works on D-Tools Cloud

Client Mode

Quote Versioning and how it works on D-Tools Cloud

Quote Versioning

Quote Locking and how it works on D-Tools Cloud

Quote Locking

How to add default site locations and sublocations under Settings, and work with locations in the quote

Locations and Sublocations

Product Grouping

How to exempt items, service plans, and subscriptions in a quote from taxes

Exempting a quote from taxes

How to configure the Item Validation settings so your quotes don't have items with insufficient details.

Item Validation settings

Adding a quote to an opportunity

How to copy a quote from one opportunity to another

Copying a quote from another opportunity

How to copy locations and systems from a quote to another in the opportunity or another opportunity

Copying locations and systems between opportunities

Everything you need to know about managing quotes on Cloud

Quote Management options on Cloud

Ashok P

Learn about the basics of the Quoting functionality

Quoting Basics

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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