Page 7 - Freshworks Expert Guide Book
P. 7
Create a Quote
Click the “Create Quote” button
to create a quote.
Note: the Lifecycle Status should
be “Contacted” and all
mandatory fields must be
completed.
Type in your office name. The first time
you log in, you will also need to select
your TurboRater user name.
Click the Submit button. You will then be
asked to confirm your name and
location.
A pop up window will appear, log in to
TurboRater and continue with the quote.
You can come back at a later time and
click the “View in Turborater” link on the
Freshworks contacts page to go back to the
quote in TurboRater.
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