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Quote did not send
Work through the common reasons a quote looks stuck, unsent, or never reaches the customer so your sales process does not stall out.
Send your first quote
Create and send your first estimate so you can move from lead to scheduled work without guessing at the next step.
Approve a quote
Help a customer open the quote, review the work, and approve it from the customer side.
View quote conversion reports
See how many quotes are turning into booked work so you can catch slow follow-up, pricing issues, or deals that are dying on the vine.
Convert a quote into an invoice
Turn approved work into an invoice without retyping the same line items all over again.
Add a new lead
Capture a new lead so the office can follow up, quote it, and move it toward scheduled work.
Complete your first Zentive workflow
Run one full quote-to-job-to-invoice cycle so the team learns the real workflow before it gets busy.
Convert a lead to a customer
Move a real prospect into an active customer record once the office is ready to quote or schedule the work.
Need a different way to search?
- Try plain language instead of product terms.
- Search by the problem, not just the feature name.
- Use short phrases like "invoice unpaid" or "crew route missing".
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Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.