3.Quoting

This section details how Daylite Sales Assistant differs from standard Daylite and when and why a business would need it.

*Important to note that in Daylite a quote is a document that is part of an opportunity. An opportunity can have many documents on it.

DSA has many very powerful advanced quoting features. Please review this section carefully

This section contains the following topics:

• Quoting in DSA
• Setting the currency on the opportunity or project
• Changing currency on a quote
• Using the Location option
• Quote blueprints
• Make another document type from a quote.
• PDF Management
• Winning a quote
• Duplicating a quote
• Spawning other document types from a quote
• Updating the value of quote line items