Sales Opportunities and Quoting

How to Create a Quote and How Opportunities Work
Use Cases for Opportunities Fieldmagic allows you to create opportunities which can hold multiple quotes. This is often useful for sending a number of q...
Wed, 19 Feb, 2020 at 1:12 PM
How to Set-Up Your Quote Templates
Fieldmagic allows you to set-up your quote templates while working within a Quote. Please see the below steps showing how this is done. To learn more about ...
Tue, 10 Mar, 2020 at 11:45 AM
Attaching PDF Documents to Quotes
Fieldmagic allows you to drag-and-drop PDF attachments* to merge into your Quote Documents. This is particularly useful if you are looking to present a Quot...
Wed, 11 Mar, 2020 at 2:46 PM
Converting an Opportunity and Quote to a New Job
Fieldmagic allows you to convert your Opportunity to a Job by using the Convert button shown in your Opportunity.  Step 1: Select The Convert Button ...
Fri, 10 Jan, 2020 at 2:20 PM
Using Quoting Price Books
A price book is a list of products with custom prices, called unit prices. Price books are ideal for offering products at different prices to different mark...
Mon, 19 Aug, 2019 at 1:47 PM