I am trying to make a quote with a quote log ( numbered) and then to convert to sale.
I have very basic knowledge of Excel but I am learning fast.
What I am trying to do is to create a quote that has a quote number- this to be logged on to a sheet for recall and reference to topics ( type of quote. only 4 headings)
then. if accepted to convert to a sale ( this would have stage payments on it.
then. on completion. share details to a service plan.
Not much to ask on my first question is it?![]()
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