If you have the Service Desk edition, use iSupport’s Opportunity Management functionality to create Opportunity records and generate quotes using products and product groups that you create or utilize via Intuit® QuickBooks® integration. Quotes are sent in PDF format as an attachment to an email that you configure using correspondence templates. Everything is customizable according to the needs of your organization, including stages, terms, custom fields, and more. It’s covered in the iSupport Opportunity Features and Setup video, and more is coming in the next release!
