Quotes - Quotes View

The Quotes View page is divided into the following sections:


The Actions button is located to the right of the quote name.

The following actions to be taken for a Quote:
Edit - Opens the Quote Edit page.

Back to Active - Marks the quote back to Active. 
        Note: This option is only visible if the quote has been lost.
Lost - Marks the quote as having been lost.

Print Quote - Generates a printed copy of the selected quote.
Email Quote - Generates an email with an attachment for the selected quote.
Print Packing Slip - Generates a printed packing slip for the selected quote.
Send Shipped Email - Generates an email with a Confirmation of Shipping attachment for the selected quote.

Print Shipping Label - Generates a printed shipping label for the selected quote.
Requote - Creates a new quote from the existing selected quote.
Convert to Order - Converts the selected quote into an order.

Quote Information Boxes

These boxes provide general information about the selected quote.
Quote Date - shows date of quote.
Status - indicates the current status of the quote.
# of Items - shows the number of items in the quote.
Subtotal - shows the subtotal for the quote.
Taxes - shows the taxes for the quote.
Total - shows the total for the quote.


This shows all items for the selected Quote.
To edit, add, or delete Items. (See Quotes-Items)
Customer Details
This shows general details for the selected customer and quote:

This shows pricing details for the selected quote:

This shows any notes for this quote:
To edit, add, or delete Notes. (See General-Notes)

This shows any tasks for this quote:
To edit, add, or delete Tasks. (See General-Tasks)