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Internal Quote Request Form

New Member
Posts: 3
Country: USA

Internal Quote Request Form

[ Edited ]

Prior to sending out a quote to our customers we first need to submit a "Request for Quote" which includes the specific details and required information to complete the quote.  We currently use two methods; an email with the information; and an Excel form which is then emailed to sales.  Is there a way to start the process in ACT! by creating and completing a customized form?