How to Initiate a New Quote

Dealer Login

Starting From the Dashboard:

1. Click New Quote on the top of the Left Panel
2. Choose your delivery state
3. Click Continue

Starting From the Inventory Tab:

1. Find the product that is going onto the quote
2. Click the three dots on the far right of the product line
3. Click the Create Quote icon 
4. Choose your delivery state
5. Click Continue

Starting From the Price List:

1. Search for the product that is going onto the quote
2. Click Create Quote icon on the right of the product line
3. Choose your delivery state
4. Click Continue

To continue creating a quote, please go to the article How to Build a New Quote

Staff Login

Starting From the Dealers:

1. Click Menu on the top left
   
2. Choose Dealers
3. Choose the Dealer you are creating the Quote for
4. Click New Quote on the top of the Left Panel
5. Choose your delivery state
6. Click Continue

Starting From the Dealers Inventory:

1. Click Menu on the top left
   
2. Choose Dealers
3. Choose the Dealer you are creating the Quote for
4. Click Inventory on the top bar
5. Find the Product you want to create a Quote for
6. Click the three dots on the far right of the product
7. Click New Quote 
8. Choose your delivery state
9. Click Continue

To continue creating a quote, please go to the article How to Build a New Quote