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:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the “+ New Quote” button above the list of quotes
- Enter quote information
- Click the "Save" or the "Save + New" button at the bottom of the form
Copying quotes
To copy a quote complete the following steps:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to copy
- Click on the "More" button
- 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:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to edit
- Click on the "Edit" button and make any changes you want
- Click on the "Save" or "Save + New" button at the bottom of the form
Viewing quotes
To view a quote complete the following steps:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to view
- 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:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to email
- Click on the "Email" button
- Enter or edit email information
- Make sure to check the box next to any attachments you want to include in the email
- 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:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to print
- Click on the "PDF Print" button
- Print the PDF file
Printing quote detail
To print quote detail complete the following steps:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to print
- Click on the "More" button
- Click on “Print Page”
Opening quotes
To open a quote that is closed complete the following steps:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to open
- Click on the "More" button
- Click on “Open”
Closing quotes
To close a quote that is open complete the following steps:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to close
- Click on the "More" button
- Click on “Close”
Voiding quotes
To void a quote complete the following steps:
- From the “Home” menu click on “Quotes” in the left menu
- Click on the quote that you want to void
- Click on the "More" button
- Click on “Void”
Note that once you void a quote you cannot unvoid it.