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Help Center
Quotes
What's new
2023 Release notes
2022 Release notes
2021 Release notes
Getting started
General user training
Project management topics
Projects
Billable rates
Timesheets
Resourcing
Invoices
Tips & troubleshooting
Forecasts (revenue)
Organisation Budgets
Expenses
Users & People
Leave management
Margin (profit/loss)
Integrations
Xero
Azure DevOps and Jira
HubSpot
Chrome
MYOB Accountright
QuickBooks
Zapier
Power BI
Access levels
Single Sign On
Microsoft (AzureAD)
Quotes
Quote templates
Companies
Contacts
Glossary & Definitions
Administration
Utilisation
Notifications
Security
Other
Quotes
Quotes
How to email quotes from the system
Quote templates
How to create and manage quote PDF and email templates