Service providers will be able to export quotes to a Word document for editing of contents and/or addition of company letterheads and other images. This can be used to easily turn quotes into proposals.
Service Providers can click on the Word icon and save the file to Word.
Service Providers can also export the quote to Word by clicking on the print icon and selecting ‘Print to Word’.
Once the quote is exported to Word, Service Providers can edit/change content as well as add images to the page.