BigTime Quotes

Admin Configuration

• Getting Started with Quoting Set Up
• Managing General Information
• Managing Global Fields
• Managing Task Library
• Managing Quote Templates
• Managing Document Templates

Getting Started

• Introducing BigTime Quotes
• BigTime Quotes Glossary
• Practical Use Case: Implementing Quote Management in an IT Services Company

Interactive Demo Gallery

• Demo: Client List Overview
• Demo: Create Quotes with BigTime
• Demo: Quote List Overview
• Demo: Introducing BigTime Quotes

Managing Quotes

• Managing Quotes in BigTime: The Complete Guide
• Understanding Quote Statuses and Actions
• How to Create a Quote in BigTime
• Managing Existing Quotes and Edits
• Converting Quotes into Projects

Managing Clients

• Navigating the Client List Tab in BigTime
• How to Manage Client Records
• How to Manage Client Contacts