Once a quote has been created, you can display it. With it displayed, you can output it to:
Displaying a Quote
To display a quote:
- Click on the button in the top left hand corner. A popup menu is displayed.
- Click on the Sales | Quotes menu item.
- 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:
- Enter part of the Quote Number or Prospect Name.
- Click on the Go button.
- Click on the Quote to display it.
Receiving the Quote via Email / PDF
To receive the quote via email:
You can also download a PDF of a quote by:
- Clicking the Sales | Deal Registration menu item.
- Clicking on a Deal.
- Clicking on the PDF icon to the right of the quote.