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Question

Question

expansion quoting

asked on December 21, 2017

How do you create an expansion quote in the system for an existing Rio account?

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Replies

replied on December 22, 2017

Hi Dina,

If you go to https://orders.laserfiche.com then select the existing customer, if they have a valid system for expansion you should see a green button to the right that says "expansion quote." Click that then add the additional products you want to the quote. See the image below.

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