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Estimate and quote opportunities

Estimate and quote opportunities

Use D3M for faster, more efficient, and more accurate quoting

6 articles
Uri Gorelik avatarDavid Chapman avatar
Written by Uri Gorelik and David Chapman

Price Books

Manage multiple Price Books to support different currencies, tiered pricing, and vendor price lists.
Uri Gorelik avatar
Written by Uri Gorelik. Updated over a week ago

Intro to quotes and estimates in D3M

A guide to setting up your company for faster, more efficient, and accurate quoting.
David Chapman avatar
Written by David Chapman. Updated over a week ago

Uploading and managing quote parts

Get your pricing information into D3M and keep it up-to-date.
David Chapman avatar
Written by David Chapman. Updated over a week ago

Upload Motorola pricing to D3M

Export Motorola's price list and import it into D3M for quoting purposes
David Chapman avatar
Written by David Chapman. Updated over a week ago

Prepare a quote from a diagram

Learn how to have D3M create a quote based on your Diagram
David Chapman avatar
Written by David Chapman. Updated over a week ago

Quote faster with smart quoting

D3M learns how you quote icons and automatically builds quotes for you.
David Chapman avatar
Written by David Chapman. Updated over a week ago
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