Inside Sales PLT : How to generate Submittal Package for selected line items?


  1. Create a Project 

2. Add Products to the Quote

3. If users wants only specific lines to show up in the Submittal Package, select the lines from the Quote and click on Submittal Package 

4. Click on view to generate the Submittal Package for selected line items



Article ID: 4037
Last updated: 27 Aug, 2021
Revision: 4
Learning_Track -> Inside Sales PLT : How to generate Submittal Package for selected line items?
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