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Creating an Estimate/Order
The creation of Estimates and Orders in CoreBridge is essential for masterin...
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Estimate and Order Tools Menu
Within an Estimate or Order, CoreBridge has features that can be helpful in ...
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Multi Quantity Estimates
Multi Quantity Estimates allow you to present your Customers with clear pric...
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Calendars Overview
Calendars in CoreBridge provide a shared, centralized view designed for team...
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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...