Скачать или смотреть How To Send Out Your Quote To The Client Using Wunderbuild

In this tutorial we explore Wunderbuilds quote proposal feature, demonstrating how to generate and customize a quote proposal document based on your estimate and costing data. Learn how to navigate through various sections such as cover pages, costings, specifications, notes, and more. Discover the flexibility of customizing templates to match your business branding and specific requirements. Finally, see how to send the finalized proposal directly to your client, including optional customization of email templates for consistency.

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00:00 Introduction to Quote Proposal Feature
00:21 Navigating to the Estimate
00:33 Generating the Quote Proposal
01:19 Customizing the Quote Proposal
01:31 Detailed Sections of the Quote Proposal
04:34 Finalizing and Sending the Quote Proposal
11:36 Email Customization and Conclusion