Sellers Topics

The information and links in this artcile relate specifically to users in your organization who have a Sellers role.

Creating a proposal describes how to begin the quote/proposal process where you list and provide the cost for items or services to be provided by your company for a specific customer.

Creating a Quote for your Proposal describes how to add the line items, quantities, and any applicable discounts to be quoted in the proposal

Submitting a Proposal for Approval describes how to submit your proposal to your manager (or other approver role) for approval.