From an opportunity you can create a new quote. This quote is an automatically generated Google Document that contains the details of the organization and your company. It can be opened in Google Docs for editing.

If a statement of work for an opportunity has been created, the quote will automatically show the deliverables and calculated price.

Edit the template for automatically generated quotes by entering Google Drive through VOGSY, then go to VOGSY > Templates.

All members of the team of an opportunity will be notified if a quote is generated.

A quote can be deleted as long as it has not been sent.

Create new quote

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment