Reseller Portal: Managing Quotes

Document created by user.oxriBaJeN4 Employee on Dec 12, 2016Last modified by user.oxriBaJeN4 Employee on Dec 28, 2016
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Once a quote has been created, you can display it. With it displayed, you can output it to:

  • Email
  • PDF

 

Displaying a Quote

 

To display a quote:

  1. Click on the Menu button button in the top left hand corner. A popup menu is displayed.
  2. Click on the Sales | Quotes menu item.
  3. Click on the Quote. The quote is displayed.
    You can use the Search Quotes field at the top of the page to filter the list:
    1. Enter part of the Quote Number or Prospect Name.
    2. Click on the Go button. 
  4. Click on the Quote to display it.

 

Receiving the Quote via Email / PDF

 

To receive the quote via email:

  1. Display a quote using the method above.
  2. Click on the appropriate link at the bottom of the quote.

    Quote Email / PDF links

You can also download a PDF of a quote by:

  1. Clicking the Sales | Deal Registration menu item.
  2. Clicking on a Deal.
  3. Clicking on the PDF icon to the right of the quote.

    Download Quote PDF

 

See Also...

 

Attachments

    Outcomes