Extract and Quote the Prices

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What discounts can you offer and still turn a profit? Given a base price and profit margin, you can construct a simple model that will answer this question. Using information from your price list, calculate the effects of different discounts. Then copy the product information and discount prices to your customer quote form.

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Use an online form to write up the quote

Create a Form for Online Invoices

Fax the quote to your customer

Create a Fax Cover Sheet and Send a Fax