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  1. Go to your CRM Admin Dashboard, navigate to your group, and then click on the Projects tab.

    billing_integration_15.JPG

  2. From the Projects tab, you will be able to see the quote generated for the document.

    billing_integration_16.JPG
Info

  • Click on the document’s TJ Number to view the job in the Job Portal and get more information about the quote.

    billing_integration_17.JPG