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 th...
  • Creating Quotes

    Creating Quotes Create professional looking quotes in a matter of seconds on Trade Trak, send them to clients instantly, have them sign them off on the spot, or use them to autofill your invoices and save you time. Create New Quote To begin you need to start on the quotes module. To access 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...