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Changing Quote Status
Changing Quote Status
There are two different ways that you can change the status of your quotes on Trade Trak.
1) Creating a Quote
Statuses can be selected when you’re initially building a quote. This can be helpful if you’re adding the quote into Trade Trak at a later date once it’s past the...
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Creating Quotes
Creating Quotes
Create professional looking quotes in a matter of seconds on Trade Trak, send them to clients instantly, have them sign them off on the spot, or use them to autofill your invoices and save you time.
Create New Quote
To begin you need to start on the quotes module. To access thi...
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Creating Quote Templates
Creating Quote Templates
On Trade Trak, you can create quote templates in advance to make the quoting process even simpler.
1. Accessing Quote Templates
Quote templates can be accessed by clicking on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down...