Viewing Quotes
From the quotes homepage you can search quotes by Reference, Customer, Branch and Status. You can click on the required quote and preform the following actions (View, Edit, Print - Read More)to read more.. When printing you have a choice to print either a "Normal Quote" or a "No Price Quote" You can also sort by follow up date or reference number
To view existing quotes:
- Go to the Quotes section.
- Browse the list of quotes to find the one you're looking for.
- Click on the view icon
for a selected quote to view its details.