Quotes

Use pre-recorded line templates and groups



In addition to the ability to duplicate quotes and create templates, the Yuman software offers you solutions to quickly design your price offers, limiting time-consuming re-entries.


Pre-recorded lines and lines groups are aids in the design of quotes. They are content saved in the Yuman application that you will reuse regularly.


Thus, lines groups are groups of items to be used together: details of elements installed in installation for example.


Pre-recorded lines enable you to save text. Once created, you can add them at any time to a quote.


No re-entry is necessary.


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