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  1. Upsales Help Centre
  2. Apps & Add-ons
  3. The Upsales mobile app

How to generate quotes from your mobile device

Create quotes for prospects and customers while you're on the move.

  1. Open the Upsales mobile app
  2. Open an appointment
  3. Select Proposal
  4. Choose a template  
  5. Review and then share from your device

    quote.gif

 

 

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Articles in this section

  • How flag activities as high priority
  • How to generate quotes from your mobile device
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  • How to create contacts from appointments
  • Call-ID for iOS and Android: Know who's calling you

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