Get started with SuperOffice Quote Management

Getting started with SuperOffice Quote requires setting up the solution, and then learning how to use it. Here is everything you need to know.

How to configure SuperOffice Quote Management

The SuperOffice administrator in your company has access to set up the new tool for use. This means adding your products and prices to SuperOffice, choosing settings, and deciding on guidelines for use. We have created a manual for how to do it.

Learn how to:

  • Set up lists
  • Create a price list
  • Choose settings
  • Create a quotation

Follow this manual to configure Quote

How to use SuperOffice Quote Management

When the solution has been set up, it is time to put it to work. We have created various resources to help you to get started using Quote. 

User guide

This guide contains everything you need to know about using Quote in your daily work.

Learn how to:

  • Open a quotation
  • Add products
  • Send a quote
  • Add an alternative quote

Follow this guide to using Quote

 

Additional helpful videos:

 

SuperOffice Quote at a glance:
This one-pager gives you a quick overview of SuperOffice Quote and all its functions. Keep it nearby, and use it as a reference in your daily work.

Get the quick overview

 

Need any help?

If you need help to set up or use Quote, contact support and we will help you with your questions.