Introduction
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The main page in the Quotation+ module is the overview page, which you can learn more abouthere.
The Quotation+ module works together with the Data+ module, in order to use the right products, integrations and PDF templates.
There are configurations for access (i.e. which team can my team see) and permissions (which functions can I access) and the card layout of a quotation (which fields are displayed).
You can also define Custom fields and the Number series required.
Get started
Start out with creating some quotation types and a quotation templates.
If Data+ has not been set up, it would be a good idea to look into this first and set up PDF templates, product prices and/or potentially integrations first.
If all these parts are done and ready the workflow will be much better.
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