The Quote List allows you to view and organize all your quotes and apply filters. In this guide, you’ll learn how to use the quote......

Creating a quote in Osmos is quick and easy. In this guide, you’ll learn how to create and send a quote. 1. Go to the......

Quote module is one of the most important modules in Osmos. From here, you can create, update, and send quotes, as well as convert them......

In this guide, you’ll learn how to add and customize payments within a quote in Osmos. This will help you manage and track payments more......

Changing the currency of a quote in Osmos allows you to use a different currency on selected quotes. In this guide, you’ll learn how to......

In this guide, you’ll learn how to add items directly from a quote. This process gives you the flexibility to create new items from within......

In this guide, you’ll learn how to update a contact’s information directly from the quotes module. 1. Open the quote where you want to modify......

A sales order is the same as a sales receipt or order note. It is the step that follows a client’s acceptance of a quote,......

Creating an invoice in Osmos is very simple. In this guide, you’ll learn how to convert a quote into an invoice, how to create single......

In this guide, you’ll learn how to edit a quote template in two ways: directly from the "Quote Templates" module or from within an individual......

Assigning a name to a quote can be very useful for identifying and reusing it in the future. This allows you to name different quotes......

Cloning a quote in Osmos allows you to easily replicate an existing quote, either with for the same contact or a new one. In this......