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Everything you need to know about Proton's Quote & Order Entry Automation module — from setup and configuration to creating quotes, submitting orders, and automating capture from emails, PDFs, and spreadsheets.

Using Quote & Order Entry

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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