A Quote is a proposed Subscription Contract. Use the Quote functionality to send the details of a proposed Contract to a Customer for review and sign off.
Quotes can also be used to collect payment information up-front, and create a Subscription Contract without having to re-enter Contract details.
Note: Quotes must be enabled for your Ordway account. Submit a request with Support for further assistance.
Commonly Used Quotes
Use HTML Quote Templates available in Manage Templates to repurpose commonly used Quotes and quote language.
Create a Quote
Read our Create a Quote article.
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