- Help Center
- Sales
- Quotes
How to Import Customer Quote?
Sequence > Left Navigation Bar > Sales > Quotes
- Follow the above-mentioned workflow to land on the Customer Budget grid.
- Click the Import quote button located at the top-right of the grid.
- From the Import quote popup, click the Add a Document button. Doing so opens your system to choose the file you want to import data from.
- Once selected, click the Add quote button.