ProSales

Configuring PDF Attachments
When using ProSales to send emails to customers, attachments and text are automatically applied to.  The list of attachments and email text for each ty...
Fri, 26 Feb, 2021 at 3:55 PM
ProSales - Merge Quotes
This guide provides a walkthrough for the 'Merge Quotes' function.   File > Quote Management > Merge Quotes   Enter the reference n...
Thu, 21 Apr, 2022 at 10:08 AM
ProSales Creating contacts
To create a new contact, go to contact management and then view contact manager.     Or you can access the contacts manager via the shortcuts highlight...
Tue, 16 Aug, 2022 at 4:34 PM
ProSales Create Quotes
To create a quote first load up the customer the quote is being generated for. To begin open the Contact Manager, enter either the account number of the...
Tue, 6 Sep, 2022 at 1:40 PM