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Starting a New Quote

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Click on the [New] button on the toolbar to start a new document:

This will create a blank Quote Workbook that you can begin your quote with. The Quote Workbook is organized into tabs.

Quick Questions:

Can I use a template to start a new quote?

Can I start with an order instead of a quote?

How many documents can I have open at the same time?

Version 5.2 (Build 8.12)  - July 7th, 2017