Using Quotes in Telagus
Welcome to our Telagus tutorial! In this video, we'll walk you through the entire process of creating, updating, deleting, and sharing quotations with your clients using Telagus.
Here’s what we’ll cover:
Logging In and Navigating to Quotes: Access and filter your list of quotations.
Creating a New Quote: Add a new quote by selecting a client, entering quote details, and applying discounts and taxes.
Adding Items and Attachments: Add items to your quote, attach files, and apply discounts.
Emailing the Quote: Send the quote to clients directly from Telagus and track their responses.
Managing Quotes: Learn how to clone, edit, or delete quotes, and download PDFs.
Watch this tutorial to master quoting in Telagus and streamline your finance processes. Don’t forget to explore our other videos for more tips and features!
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