10 Time-Saving Tips for Quote Management

Managing quotes doesn't have to be time-consuming. Here are 10 tips to speed up your workflow:

1. Use Templates

Create reusable templates for common services. This saves you from entering the same information repeatedly.

2. Keyboard Shortcuts

Learn the keyboard shortcuts for common actions. Press "?" to see the full list.

3. Bulk Actions

Select multiple quotes at once to perform bulk actions like status updates or exports.

4. Custom Pricing Tables

Set up custom pricing for frequently used services in your company settings.

5. Quick Customer Lookup

Use the search bar to quickly find customers by name, email, or phone number.

6. Duplicate Quotes

Have a similar project? Duplicate an existing quote and modify it instead of starting from scratch.

7. Auto-Save

Your work is automatically saved as you type. No need to worry about losing changes!

8. Mobile Access

Use the mobile-optimized interface to create and send quotes on the go.

9. Email Integration

Send quotes directly from the platform - no need to download and attach files.

10. Status Tracking

Use status filters to quickly find quotes that need attention (pending, sent, accepted, etc.)

Bonus Tip

Set up notifications to stay informed about quote status changes and customer responses.

Implementing these tips will help you work smarter, not harder!