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Platform
Capabilities
Client Management
Manage clients, leads, quotes, and interactions seamlessly.
Project Management
Track projects, time, expenses, tasks, and materials efficiently.
Resource Management
Boost productivity with utilization insights and skills-based scheduling.
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Features
Financial Management
Optimize invoicing, billing, retainers, and payment processing.
Business Intelligence
Gain insights with powerful analytics for every project stage.
Integrations
Sync business systems and communications to streamline operations.
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Consulting
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Latest Blog
What Is Resource Management and Why Is It Important?
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New Quotes Product Kick-Off Webinar
Product
November 27, 2017
1
min read
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Table of Contents
Back
Back
In this New Feature Webinar, we covered:
01:34 - What are quotes
02:35 - Designing the look and feel of your Quotes
07:56 - Using multiple templates to sell your Services & Products
12:37 - How to create a quote
18:29 - Sending the quote to a client
Author Bio
Test123 tag
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Is something to test
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Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
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Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
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