video1.0<iframe src="https://www.loom.com/embed/9d1c1abdd6614579a5869b80181bc182" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9d1c1abdd6614579a5869b80181bc182-6f02c37c283ec7d3.gif135.876In this video, I walk you through the process of creating a quote using our quoting wizard, starting from my test deal. I demonstrate how to pull in information from the deal, customize the quote with e-signature options, and select specific snippets based on the type of agreement, such as an MSP contract. I also show how to input purchase terms and make any necessary adjustments to the quote. Please follow along and try creating a quote yourself using the steps I outlined.