Quotes - FAQ
How do I create quotes?
Do I have to create quotes manually, or can I pull data from the company card?
Can I send quotes directly from Lime Go?
Is there an overview of quote statistics?
What format are the quotes in?
How do the statuses on a quote work?
Can I copy/duplicate a quote template?
How many quote templates are included?
What is a merge variable?
Can a quote be triggered by placing it in a stage in the pipeline from Deals/Projects?
Can I paste content into a quote template?
Can I import quote templates?
Can I create a new quote based on an old quote?
How does e-signing work in Lime Go?
How do I activate e-signing in Lime Go?
Where do I see the status of a sent quote?
Where can I see who has opened or signed a quote?
Can I use e-signature providers other than GetAccept?
Does e-signing cost extra?
How can I see how many documents have been sent for signing?
Why can't I sign a quote?
How do I change the status of my quote?
Can I sign a quote myself before sending it on?