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Quote Builder
Giving customers quotes and estimates while onsite is a great way to win business and gather signoff for work to be completed. With this quote
Explore our ever-growing library of Sage Intacct workflow widgets that you can customize, use as-is or simply build your workflow from scratch. No-code required.
Giving customers quotes and estimates while onsite is a great way to win business and gather signoff for work to be completed. With this quote
The customer setup widget allows companies to set up automated customer setup. Companies can also set up onboarding checklist workflows to update Intacct automatically.
Contract change orders allow customers to create contracts on-demand from templates and clauses approved by executive leadership. Then the change order is sent via the
Job estimates widget allows field and manages to create estimates or quotes including labor, materials, equipment, and subcontracts from a single form. This form can