Admin users have access to additional features and functionalities. For more details, refer to the articles in the relevant sections. Articles with "(Admin)" in the title are specific to admin permissions, while other articles may describe functionalities shared with non-admin users.
Creating & Loading a Quote
- Registration Pricing for Customer Self-Service
- Configuring Quote Reasons (Admin)
- Configuring Quote Types (Admin)
- Selecting your Quote Preferences
Pricing & Availability For Your Quote
Reports
Navigation Tips
- Configuring Line Item Statuses (Admin)
- Configurable Quote Statuses (Admin)
- Quote Settings
- Packing Methods
- System Settings (Admin)
- Task Assignments
- Task Management (Admin)