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NXTC Help Center

Quote Generator Help

Every Quote Generator guide, arranged the way the app is: one section for each entry in its left panel. Each line says what the page is for and links to the guide that explains every control on it.

Start Here

Section titled “Start Here”

Dashboard

Section titled “Dashboard”

Your quote workspace: Open, Awaiting customer and Won at a glance, each opening the matching list, the five newest quotes, View all, and + New quote. New here? See how a quote is built opens How it Works.

Quotes

Section titled “Quotes”

Every live quote, filtered by stage with the chips across the top (All, Open, your stages, Archived). Click a row to open the quote on its overview; click its customer to open the customer. Edit Quote opens the quote’s lines, and Overview, first in the header row on the lines, brings you back. On a quote, Ask about Quote {number} opens a chat about it, Comments holds your team’s notes, and Activity lists what changed and whether the customer has opened the proposal.

Customers

Section titled “Customers”

The companies you quote to, with + New Customer, + Bulk Import, Export CSV, search and the Archived chip. Open a customer to edit it, add contacts or upload its logo.

Vendors

Section titled “Vendors”

For organisations that buy parts: the companies you buy from, with the same buttons as Customers. It is not in the left panel where quotes carry no vendor-priced lines.

How it Works

Section titled “How it Works”

An example quote on the real quote screens, its overview and its lines, with made-up customer, people and prices; nothing on it is saved. Training, above it, opens your organisation’s steps and How does this work?: guided walks, each with a Training button. A walk has Back, Next, Skip and Go, and shrinks to a bar with Minimize.

My Send Message

Section titled “My Send Message”

The subject and message your sends start from. Clear both and click Save to use your organisation’s default instead.

My Notifications

Section titled “My Notifications”

Turn Bell, Teams or Email off for yourself, for Quote events and, separately, for @mentions. Each click saves at once. Use Quote Generator’s recommended settings turns everything back on. Where Teams cannot reach people at your organisation yet, it is greyed out and the page says why.

  • Notifications: what you are told about a quote, and on which channel

Admin

Section titled “Admin”

For administrators. Search settings finds any setting by what you would call it. The boxes are Catalog, Products, Labor, Pricing, Presentation and Operations.

Section titled “Related Articles”