Quotes

  • Changing Quote Status

    Changing Quote Status There are two different ways that you can change the status of your quotes on Trade Trak. 1) Creating a Quote Statuses can be selected when you’re initially building a quote. This can be helpful if you’re adding the quote into Trade Trak at a later date once it’s past the...
  • Creating Quotes

    Creating Quotes Please note: We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature t...
  • Creating Quote Templates

    Creating Quote Templates On Trade Trak, you can create quote templates in advance to make the quoting process even simpler. 1. Accessing Quote Templates Quote templates can be accessed by clicking on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down...