Quote Builder
Customer
Quote type
Full onboarding intake requested on acceptance
% off recurring revenue
Managed Services
Per-user package
Microsoft Licensing
Sell & cost editable per quote
SKU Qty Sell Cost Revenue Margin
Additional Entity Licensing
Related entities billed to this customer
Network & Security
Managed network, firewall, and Snap Shield hardware rental
Service Qty Sell Cost Revenue Margin
Optional Services
Add-ons billed alongside the package
Service Qty Sell Cost Revenue Margin