Contents
 Welcome
 About ISQuote
 Company/Office Site Settings
    Site Maintenance & Settings
    Office Locations
    Add Company Logo
    Salesperson/Territory
    Users
 Getting Started
    System Requirements
    Optional Software Hosting
    Set-up Guide
    ISQuote FAQ's
    Navigation
    Menu Selections
    Dashboard and Home Page
 Documents
    Document Storage
 Jobs, Quotes and Approvals
    Jobs
       Job Tracking / Tracking Reports
       Add a New Job
       Add Notes to Job
       Bid Due Dates
       Calendar View
       Close or Reopen a Job
    Quotes
       Add New Quote
       Add a Customer on the Fly
       Copy Quote
       Add Line Items and Notes to Quote
       Add Item on the Fly
       Override Quote Default Pricing
       Renumbering Line Items
       Generate & Send Quote
       Export Quote to Excel Format
       Quote Formatting
       Print, Email & Faxing
       Quote Distribution Records
       Broadcast Quote
       Calendar View
       Footnotes
    Approval Letters
       Approvals
 Items
    Add Item Images
    Active / Inactive Records
    Maintain Item Pricing
    Adding Item Series
    Kits and Options
       Kit Types
    Delete Items
    Maintain Competitive Items
    Importing Items & Pricing Changes
       Importing New Items
       Importing Pricing Changes
       Importing Item Changes
       Importing Competitive Items
    Item Expiration Date
 Pricing
    Item Specific Pricing / Tier Pricng
    General Pricing / Tier Pricing
    Pricing Flags
 Customers & Contacts
    Adding Customers & Contacts
    Importing New Customers & Contacts
       Importing New Customers
       Importing New Contacts
 Mfgs & Competitive Mfgs
    Maintain Manufacturers
    Maintain Competitive Manufacturers
 Reports
    Popular Reports
       Quote Detail Manufacturer Report
       Quote Detail Salesman Report
       Manufacturer Job Summary Report
       Job Tracking Report
       Job Summary Report
       Price Book
       Quoted Item Report
 FAQ & Customer Support
    Customer Support
    Tips & Shortcuts
    General FAQ
  
Index

Home > Company/Office Site Settings

Articles in this section


See also

Welcome
About ISQuote
Getting Started
Documents
Jobs, Quotes and Approvals
Items
Pricing
Customers & Contacts
Mfgs & Competitive Mfgs
Reports
FAQ & Customer Support
   
HelpConsole 2007 - Standard

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