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Working in EQ
Once your opp is completed, utilize EQ link within Salesforce to create a Quote and send your Pandadoc agreement. Click below to watch a Video on how to create an Opportunity, how to create a Quote, or view the EQ terms dictionary
Enterprise Quoting is our new system within salesforce that we use to simplify the opportunity process. This system automatically syncs with Syteline, our new billing system, based on the information entered in the account page and opportunities.
Creating An Opportunity
Creating A PandaDoc
Creating A Quote
How to Create a Recontract Sale
Important EQ Terms Dictionary
Troubleshoot
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