Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.
Watch this training video on how to set up your pricing profiles for your catalogs.
Watch this training video which shows you how to setup your cost factors for your catalogs.
Sometimes people want to adjust the price of just one line item. EQ controls price adjustments but there are a couple ways to accomplish this.
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
You can now import any catalog from 2020 as Misc Items in EQ, so you don’t even have to have the catalog in EQ to be able to import.
If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.