Home → Records → Quotes page → Overview

9.1. Overview

The "Quotes" page can be found in the "Go To Page" / burger menu within the top left-hand corner of an open record.

Here you can process new individual quotes and view existing quotes.

 

Within your RubiCRM, Bookings, Sales Pipelines and Export Docs are, in effect, pre-loaded “Line Items” that can appear on a quote.

 

Knowledge Tags

Accounting  /  Quote  /