Katana

Create and manage quotes in Katana, converting them to sales orders upon confirmation.

Creating a Quote

Master the process of creating and managing quotes in Katana, optimizing B2B and B2C sales

Learn how to confirm quotes in Katana, transitioning them into sales orders

Export quotes to .xlsx or .csv formats for detailed product-level sales analysis.

Convert sales orders back to quotes, adjusting for revised needs or errors.

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you