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Learning · 9 of 12

Managing quotes

From a chat request to an order, and following up the quiet ones.

All guides

Outcome: No quote left unanswered.

Do this

  1. Open Quotes and review each new request.
  2. Accept a quote to create the order, or reject it.
  3. Read the daily brief for quotes with no reply and follow up.
  4. Remember: GorZesk does not email the quote document, so contact the customer yourself.

Facts last checked 2026-09-26.

Quotes

Next: Maintaining stock

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