How do I hand-over a quote?

If too complex to enter while on the phone hand quote to CSR or Project Estimator with all of the following details

 

[]Hubspot Ticket

[]Contact Details

[]Company Details

[]Delivery Address

[]Delivery requirements

[]Project Commencement date

[]Products

[]Quantities

[]Options

 

 

Example:

Notes taken during a call to a customer requesting a quote for 12,000 polymesh tree guards.