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Quotes & Invoices
Account setup & configuration
Working with Jobs
Quotes & Invoices
User management
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Help Centre
Quotes & Invoices
Account setup & configuration
Working with Jobs
Quotes & Invoices
User management
Viewing & authorising quotes
Quotes can be reviewed and sent in bulk by authorised users
1. Click on Quotes
2. Click on 'Draft' to view Quotes ready to send
3. Select all 'ready' Quotes and 'Send'
4. Confirm recipient and Quote details
5. Click on Send quote