Learn how to duplicate a quote in your Portfoliobox admin panel so you can reuse and adjust proposals for clients on your portfolio website.
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
Learn how to delete a quote from your Portfoliobox admin panel when it is no longer needed or relevant on your portfolio website.
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Business Tools
Quotes & Offers
|
Created on: November 6, 2023
Learn how to quickly convert an accepted quote into an invoice in your Portfoliobox admin panel to streamline your workflow on your portfolio website.
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Business Tools
Quotes & Offers
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Created on: November 6, 2023
Learn how clients review and accept quotes on your Portfoliobox portfolio, including the two-step acceptance process and automatic status updates.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to send a quote from your Portfoliobox portfolio website and understand how the quote status affects what you can edit.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to edit quotes in your Portfoliobox portfolio website and understand when a quote can or cannot be edited.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how quote statuses work in Portfoliobox and how to edit, send, accept, or cancel quotes for your clients.
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn what a quotation is, what it includes, and how it differs from an invoice. Understand how quotes help you present clear pricing for your portfolio website
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
Learn how to create professional quotes on your Portfoliobox portfolio website. Add pricing, terms, products, and client details, then save your quote as a draf
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Business Tools
Quotes & Offers
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Created on: November 2, 2023
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