Navigating a Quote
Quote Summary The information under Quote Summary is information from your opportunity in SF. ex; Contract length, renewal term, billing type, etc. To update this information, change it in SF first, then in your Quote, click Sync SF Data If your shipping/billing addresses are not populating correctly on your pandadoc, first check they are correct in SF, then in EQ, click the drop down for ship/bill to addresses and change if needed
At the bottom of your Quote Summary you will put the Total Install Charge for the whole contract if applicable
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