Quotes
WorkGuru has an incredibly powerful Quoting tool. The quote feature in WorkGuru is straightforward to use, and has the support of quote templates that ...
Wed, 14 Dec, 2022 at 8:17 AM
You can manage your quotes from the quotes dashboard page (Sales -> Quotes). The quotes dashboard displays your sales pipeline values by current, expir...
Tue, 3 Jan, 2023 at 12:51 PM
If your quote isn't being automatically pre-populated by a lead, you can create a quote directly inin WorkGuru by clicking the Add a Quote button in th...
Fri, 10 Mar, 2023 at 9:53 AM
WorkGuru allows you to record notes against a particular quote that are available for other staff to view. To add the note, click on the Notes tab of the ...
Mon, 16 Jan, 2023 at 11:04 AM
WorkGuru allows you to upload files against a particular quote that are available for other staff to view. To add a file, click on the Files tab of the qu...
Wed, 11 Jan, 2023 at 2:37 PM
You can print and email quotes directly out of WorkGuru. You can print or email a quote in any state. Open the quotes detail page by clicking on the qu...
Wed, 14 Dec, 2022 at 12:38 PM
Printing quote will download a copy to your device in either PDF or .DOCX format for use external to WorKGuru. You can print or email a quote in any state. ...
Tue, 20 Dec, 2022 at 4:32 PM
Editing a quote is dependant on what state the quote is at. You can only edit quotes that are in the draft stage. If the quote you need to edit has been i...
Wed, 14 Dec, 2022 at 11:41 AM
Issuing a Quote is the process of marking that a draft quote has been "issued" (not physically sent) to the client. This locks the quote so if it...
Wed, 14 Dec, 2022 at 3:41 PM
Revising an issued quote lets you track the changes made to a quote through the sales process. Each time the quote is revised, it creates a new version of...
Wed, 14 Dec, 2022 at 4:15 PM