agile Quote: Quick Tips and Tricks Video Series
The agile Quote Quick Tips and Tricks video series is now available. The 5 videos in this series cover tips and tricks that can speed up and enhance your experience in the Quote application.
The entire series takes less than 12 minutes to watch (see lengths below).
- Preferences and Helpful Features (2:10)
- Quick Quote and Layouts (2:21)
- Quote Toolbars and Tools (2:10)
- Standard Notes (2:21)
- Hotkeys (2:43)
The agile Quote Quick Tips and Tricks video series is now available. The 5 videos in this series cover tips and tricks that can speed up and enhance your experience in the Quote application. The entire series takes less than 12 minutes to watch. The following provides an overview of each video currently available.
Preferences and Helpful Features (2:10)
Do you continuously perform the same action or change the same setting while working with Quote? Learn how to simplify your life by setting your preferences in a single location and, in turn, speed up your quote process. Further enhance your Quote experience by discovering more helpful features like preferences included in Quote. Interested? Check out the following video:
(Don’t see the video? Click here to view in a new window.)
Quick Quote and Layouts (2:22)
The Quick Quote application is gone, but we’ve got you covered: you can create quick quotes using the Quote application! Learn how to create a quick quote and then how to convert your quick quote into a project quote – with one click! Excited yet? Check out the following video:
(Don’t see the video? Click here to view in a new window.)
Quote Toolbars and Tools (2:10)
Are you ready to optimize your Quote usage? Learn about the tools in the toolbar and the effective way quote organizes its features in the toolbars for ease of access. Already know the tools? Did you also know that certain tools can be used in multiple ways? Interested to learn? Check out the following video:
(Don’t see the video? Click here to view in a new window.)
Standard Notes (2:21)
Tired of creating and adding the same notes to quotes over and over again? With the Standard Notes application, you don’t have to. Create a standard note once, and you never have to type that note in again. Learn how to create print notes or general notes, apply these notes to all quotes, or add a single note in this easy to follow video. Ready? Check out the following video:
(Don’t see the video? Click here to view in a new window.)
Hotkeys (2:43)
Love hotkeys like Ctrl+S? Hotkeys mean faster quote entry and Quote has them, a lot of them! Just think of the time and energy you will save by not having to switch between your keyboard and mouse so often! Want to learn these helpful hotkeys? Check out the following video:
(Don’t see the video? Click here to view in a new window.)