DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
DiMarAg Hub · Help
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Frequently asked questions
FAQ-031How do I create a quote for a client or lead?Quotes and commercial approvals · Agency and team
Open Quotes and the new quote form. Choose whether the recipient is a client or a lead, search for them, and confirm the selection. Enter the title, currency, expiration date, applicable products or services, discounts, and taxes; review the total and save the draft. You can also start a quote from a lead. Creating a draft does not send it or mean it has been approved.
Before sharing it, check the recipient and approval method.
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