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Quotes
Quotes - FAQ
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How do I create quotes?
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Do I have to create quotes manually, or can I pull data from the company card?
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Can I send quotes directly from Lime Go?
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Is there an overview of quote statistics?
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What format are the quotes in?
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How do the statuses on a quote work?
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Can I copy/duplicate a quote template?
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How many quote templates are included?
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What is a merge variable?
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Can a quote be triggered by placing it in a stage in the pipeline from Deals/Projects?
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Can I paste content into a quote template?
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Can I import quote templates?
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Can I create a new quote based on an old quote?
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How does e-signing work in Lime Go?
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How do I activate e-signing in Lime Go?
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Where do I see the status of a sent quote?
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Where can I see who has opened or signed a quote?
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Can I use e-signature providers other than GetAccept?
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Does e-signing cost extra?
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How can I see how many documents have been sent for signing?
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Why can't I sign a quote?
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How do I change the status of my quote?
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Lime Go Helpdesk & tutorials ENGLISH
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Questions & Answers - FAQ
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Quotes
Can I copy/duplicate a quote template?
✅
Yes, you can duplicate an existing quote template.
This is especially useful if you often send similar setups to different customers. That way you don't have to start from scratch every time.
How do the statuses on a quote work?
How many quote templates are included?
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