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- 6 - Sell professional services
Send quotations to your customers
How to share your catalogues
Last Updated: January 30, 2024
Applies to: All registered users
Sharing catalogues with your Customer is very easy.
There are 3 ways to do this:
1) from the catalogues list by choosing share with customers from the actions menu of the interested catalogue
2) Selecting the Catalogue we want to share and click Share this catalogue from the Customer tab.
Please note that this is possible when no client is associated. If this catalogue is already shared with a Client, please follow point 1 and 3
3) Selecting the Catalogue we want to share and click Share with customer from the Action button on the top right.
Choose the process that suits you best and then select the client you want to share the catalogue with!
An invitation will be sent.
