Quote Line Editor
Quote Line Editor is a powerful feature that simplifies the process of creating and managing detailed quotes for customers. It provides a user-friendly interface where you can customize quotes by adding items, applying discounts and taxes, and reviewing final pricing with all details clearly visible.
By using the Quote Line Editor in Cloudy Business Ops 360, businesses can efficiently generate professional and accurate quotes, improving customer engagement and decision-making processes.
Quotes are available to add items into quotes using Quote Line Editor functionality.
After Selecting Add New Items, Search & Select Item ⇒ Next
Select the desired variants by checking the appropriate checkboxes or using the filter for exact matches. The selected items will be added to the quote line when you click the “Add to Cart“.
Now select Save to add items into Quote Lines as,
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