Codafication

How do I create a quote?

What is Catalog? What are items, combo’s and bundles?

How can I add/check the Markup on a quote?

The statuses found against quotes help you better version control quotes.

What is draft and publish in a quote?

After publishing a quote, you won't be able to add or edit the fields.

How do I revise quotes?

Variations can be created from scratch, or can be created from an existing quote.

How do I create a variation?

How do I send my quote to clients?

How to create a Catalog line item?

Add a pre-configured list of line items quickly to quotes using the bundles feature

How to create a Catalog bundle?

How to create and use a Catalog combo?

Duplicating quotes are easy in Crunchwork

How to duplicate a quote

Export quotes into csv files and re-upload them.

Import and export quote csvs

Learn how to view a summary of costs of your quotes.

Compare costs on your quotes

What's the difference between 'revision' and 'duplicate' in quotes?

Team Codafication

Quotes

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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