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What discounts can you offer and still turn a profit? Given a base price and profit margin, you can construct a simple model that will answer this question. Using information from your price list, calculate the effects of different discounts. Then copy the product information and discount prices to your customer quote form.

Screenshot shows part of a product list worksheet.

Next Steps

  To See
  Use an online form to write up the quote Create a Form for Online Invoices
  Fax the quote to your customer Create a Fax Cover Sheet and Send a Fax

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