Quotes

Overview

Quotes are used to provide pricing and other information to customers or prospective customers who are interested in buying goods or services.  To access quotes go to the “Home” menu and click on “Quotes” in the left menu.  To sort the list of quotes click on the column header for the criteria you want to sort by.  To filter the list of quotes click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating quotes

To create a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the “+ New Quote” button above the list of quotes
3. Enter quote information
4. Click the "Save" or the "Save + New" button at the bottom of the form

Copying quotes

To copy a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to copy
3. Click on the "More" button
4. Click on “Copy”

After completing the steps above a new quote will be created which you can then edit and save.   

Editing quotes

To edit a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to edit
3. Click on the "Edit" button and make any changes you want
4. Click on the "Save" or "Save + New" button at the bottom of the form

Viewing quotes

To view a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to view
3. Click on the "View" button

Once you complete the steps above the view page will open.  The view page is the finished copy of the quote which you can email or print.

Emailing quotes

To email a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to email
3. Click on the "Email" button
4. Enter or edit email information
5. Make sure to check the box next to any attachments you want to include in the email
6. Click the “Send” button at the bottom of the email popup form

After you complete the steps above an email will be sent to the email address/addresses in the “To” field.  The email sent will include links to the quote view page and any attachments included in the email. 

Printing quotes

To print a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to print
3. Click on the "PDF Print" button
4. Print the PDF file

Printing quote detail

To print quote detail complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to print
3. Click on the "More" button
4. Click on “Print Page”

Opening quotes

To open a quote that is closed complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to open
3. Click on the "More" button
4. Click on “Open”

Closing quotes

To close a quote that is open complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to close
3. Click on the "More" button
4. Click on “Close”

Voiding quotes

To void a quote complete the following steps:

1. From the “Home” menu click on “Quotes” in the left menu
2. Click on the quote that you want to void
3. Click on the "More" button
4. Click on “Void”

Note that once you void a quote you cannot unvoid it.