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Quoting
Basics
General Basics
Do Now List and Actions
Scheduling
Files
Texting with ActionFlow
Quoting
General Quoting
Drawing Features
Estimates/Quotes
Fabrication Layouts and Slab Imaging
Advanced Calculation Tools
DXF
Processes
General Processes
Issue Tracking
Emailing with ActionFlow
Process Administration
Fabrication
Inventory
General Inventory
Slabsmith Integration
Non-Serialized Inventory
Consigned Inventory
Barcodes and Labels
Reporting
General Reporting
GridView
Power BI
Dashboard
Report Catalog
Administration
General Administration
Users and Passwords
SKUs
Scheduler
Quickbooks
ActionPay
Dealers/Accounts
Processes
Security
SKU and Price List Properties
E-Signatures
Field Apps
Paperless App
Mobile App
Advanced
Integrations
Mobile App
Power BI
FAQs
Webinars & Announcements
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Knowledge Base
Quoting
Basics
General Basics
Do Now List and Actions
Scheduling
Files
Texting with ActionFlow
Quoting
General Quoting
Drawing Features
Estimates/Quotes
Fabrication Layouts and Slab Imaging
Advanced Calculation Tools
DXF
Processes
General Processes
Issue Tracking
Emailing with ActionFlow
Process Administration
Fabrication
Inventory
General Inventory
Slabsmith Integration
Non-Serialized Inventory
Consigned Inventory
Barcodes and Labels
Reporting
General Reporting
GridView
Power BI
Dashboard
Report Catalog
Administration
General Administration
Users and Passwords
SKUs
Scheduler
Quickbooks
ActionPay
Dealers/Accounts
Processes
Security
SKU and Price List Properties
E-Signatures
Field Apps
Paperless App
Mobile App
Advanced
Integrations
Mobile App
Power BI
FAQs
Webinars & Announcements
Quoting
Get high-powered quotes to your customers, fast.
Current Clients - don't forget to sign in for access to additional content.
General Quoting
Basic Quote Training Guide
Quoting Basics
Comprehensive Quoting Guide
Textbox Font Size Slider
Basic and Advanced View Mode
Creating Advanced Drawings for Quotes
Track Details Specific to Each Area/Room
See more
Drawing Features
How to Draw in ActionFlow
Creating Difficult Shapes and Drawings
Increase Text Height in Drawings
Displaying and Adjusting Cutout and Sink Position
Advanced Edge Features
Adding Faucet Layouts
Override the Unit for a Color
Snap to Any Degree When Drawing
Specify Miter/Laminate Width for 2nd Edge
Save and Retrieve Named Area Layouts
Editing Angles
Convert Fractions to Decimals in a Drawing
Label Drawing Item
Charge for the Rectangular Area Surrounding a Top
Charge for the Area around a Radius
See more
Estimates/Quotes
Generating & Sending Estimate Reports
Creating Copies of Quotes & Making Revisions
Adding Custom Alternative Materials to Estimates
Margin vs Markup
Fabrication Layouts and Slab Imaging
Fabrication Layout & Slab Imaging Features
Create Multiple Fab Drawings
Advanced Calculation Tools
Margin Calculations - Adding Cost % Without Revenue %
Adjust Revenue to Target Value
Display Margin % in Job Details/List
DXF
Importing DXF Files for Quoting
