Quotations with product feature

Samantha Wiesemann
edited July 2022 in Business Talk #1


Is there a way to make quotations with the product feature in PD without using an invoicing app or without making an invoice? 

Thanks, Sam


  • Kreete K
    Kreete K Moderator Posts: 287
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited June 2022 #2

    Hi Samantha! 

    It is not really possible to create a Quote with only the Product feature. However, our Smart Docs is exactly for creating Quotes based on Products, and depending on your plan, the feature is either included or can be used as an add-on. I hope you can check it out!