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📖 Fundamentals

  • Clerk Quotes App: General
    • Managing Quotes
    • Quote Elements
    • Quote Statuses
    • Customizing Quote Mockups
    • Importing Fixed Price Items from CSV/Excel
    • Applying Taxes and Discounts
    • Creating Quotes from Multiple Companies
    • Custom Quote Numbering
    • Sharing and Exporting Quotes
    • Creating Invoices from Quotes
    • General Settings
    • Jira Permissions to Access Quotes
    • Monthly Quote Cash Flow
    • Clients Report
View All Articles
  1. Help Center
  2. Fundamentals

Clerk Quotes App: General

  • Managing Quotes
  • Quote Elements
  • Quote Statuses
  • Customizing Quote Mockups
  • Importing Fixed Price Items from CSV/Excel
  • Applying Taxes and Discounts
  • Creating Quotes from Multiple Companies
  • Custom Quote Numbering
  • Sharing and Exporting Quotes
  • Creating Invoices from Quotes
  • General Settings
  • Jira Permissions to Access Quotes
  • Monthly Quote Cash Flow
  • Clients Report

Have question or miss feature? ✉️ Contact us. We are ❤️ happy to talk!

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Hello Clerk, Inc.
651 N Broad St, Suite 206, Middletown, DE 19709, USA