How to create Sales Quotes.

Creating Sales Quotes in Acctivate is similar to creating sales orders. Quotes allow you to create an order without actually scheduling product. Check out this article for a link to our training guide on creating sales quotes.

You have multiple options to create a sales quote in Acctivate. Sales Quotes can be created from the customer record, or from the Sales menu: Sales > Enter Sales Quote.

For an up to date guide as well as a short video, check out our training guide.