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Configuring SpreadsheetWeb Hub as a Sales Quoting Portal
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Configuring SpreadsheetWeb Hub as a Sales Quoting Portal
Many small and mid-size organizations rely on spreadsheets for generating sales quotes, but emailing Excel files back and forth often leads to version control issues and security risks. SpreadsheetWeb Hub provides a user-friendly platform to convert an Excel-based quoting spreadsheet into a secure, role-based sales quoting portal. By assigning distinct user roles, defining workflows, generating professional proposal documents, storing quote reco…
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