The Guide to Products, Price Books, and Quotes

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  1. Introduction 
    1. What are Products and Price Books?
    2. What are Quotes?
    3. How to enable Products, Price Books, and Quotations
  2. How to use Products
    1. How to create a Product
    2. How to edit a Product
  3. How to use Price Books
    1. How to create a Price Book
    2. How to edit a Price Book
    3. How to assign a Price Book to an Opportunity
    4. How to add and remove Products from a Price Book
  4. How to use Quotes
    1. How to create a Quote
    2. How to edit a Quote
    3. How to delete a Quote
  5. Creating PDFs and Merge Documents
    1. How to format and upload a document template
    2. How to use Microsoft Word to add conditional merge statements into templates
    3. How to create a PDF or a Merge Document
    4. How to delete a PDF or Merge Document
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