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Order and Estimate History
CoreBridge provides a comprehensive history of all changes made to all Order...
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Estimates Overview
Estimates are quotes provided for Customers to help them understand products...
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Orders Overview
Once an Estimate is approved, it becomes an Order. Orders are purchases from...
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Creating an Estimate/Order
The creation of Estimates and Orders in CoreBridge is essential for masterin...
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Modules Overview
Modules are distinct sections within the system that allow you to manage dif...
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Import Questionnaire
If your business is transferring data from another system, the import questi...