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Quoting & payments
46 articles
Add and set up quote builder
Quote builder block. Map products into quote sections
Quote builder block. Working with product bundles
Quote builder block. Working with custom products
Quote builder block. Enabling recipient options
Quote builder block. Design options
Conditional approvals with quote builder
HubSpot CRM. Map product fields with quote builder columns
Pipedrive. Map product fields with quote builder columns
Salesforce. Map quote builder columns with fields
Map quote builder columns to fields in your CRM
Map pricing table columns to fields in your CRM
Salesforce. Mapping products to pricing tables and pricing table sections
Salesforce. Map pricing table columns with fields
HubSpot CRM. Mapping products to pricing tables and pricing table sections
HubSpot CRM. Map product fields with pricing table columns
Pipedrive. Mapping products to pricing tables and pricing table sections
Pipedrive. Map product fields with pricing table columns
Pipedrive. How to pass product description into pricing table
Microsoft Dynamics. Map product fields with pricing table columns
Zoho CRM. Map product fields with pricing table columns
Zendesk Sell. Map product fields with pricing table columns
SugarCRM. Map product fields with pricing table columns