Support for our Software Features
Our platform was designed to make client management smoother, faster, and more impactful — but knowing how to unlock its full potential is key. Let’s walk through our video support on how you can master our features and turn ClientRamp into your competitive advantage.
Quotation Details and Activities
This section provides a comprehensive view of the entire quote, allowing you to review and edit all relevant information in detail. From this page, you can adjust the scope of the project, update pricing, modify terms, or make any other necessary changes. It serves as a central hub for refining and customizing the quote to better align with the client's needs or any new developments. Whether you're updating project specifics or fine-tuning pricing, the Quotation Details page ensures that your proposal is always accurate and up-to-date.
