Uptick

Sales quoting FAQs: enabling the module, sales vs defect quotes, expiry dates, building quotes with routines, labour rates and pricing, templates and formatting, approving quotes, PO handling, and automated reminder…

FAQs - Sales Quoting

FAQs on Uptick defect quoting: defect vs service quotes, templates, terms and conditions, price tiers, snippets, quote expiry, approvals and declines, creating repair tasks, sending quotes, permissions, and troubleshooting the…

FAQs - Defect quoting

Uliana Tokerava

FAQ - Quotes 

Uptick Academy

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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