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Working With Quotes In Bitrix24 Web Version And Mobile App

Working With Quotes In Bitrix24 Web Version And Mobile App
Bitrix24 Team
May 12, 2023
Last updated: May 12, 2023
Quotes are offers of products or services inside CRM, that can be saved as PDF files or emailed directly to your customers.

Organize your billing with Bitrix24’s quoting and invoicing features in a few clicks. Apply regional taxes and add discounts to loyal customers. Customize quotes and add local currencies. 

Working with quotes is easy and smooth both in the web version of your Bitrix24 and inside the mobile app. You can upload quote templates in the web version and select the correct template inside the mobile app. Learn more in this help article

Automate work with quotes via automation rules and triggers (here is how).

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