Quotes

Quotes - Quotes Search
The Quotes tab can be used:  To search and locate a quote or group of quotes To action a quote To bulk action quotes To export a quote list Note: ...
Mon, 20 Jan, 2020 at 2:02 PM
Quotes - Quote Items Search
Back The Order Items tab can be used:  To search and locate an item or group of items To action an item To bulk action items To export an item list ...
Fri, 9 Apr, 2021 at 3:02 PM
Quotes - Quotes View
Back The Quotes View page is divided into the following sections:   Section Description Quote Name and Number This shows the Quote Name and Numbe...
Mon, 29 Mar, 2021 at 1:06 PM
Quotes - Creating a New Quote
Back There are several ways a Quote can be added to DocketManager. Quotes > New New (Quick Add) > Quote CRM > Customer or Contact tab > New...
Fri, 9 Apr, 2021 at 2:37 PM
Quotes - Locations
To Navigate to Quote Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.        Use search filt...
Fri, 13 Sep, 2019 at 11:58 AM
Quotes - Requotes and Convert to Order
Back An existing quote can be requoted or converted into an order. This will create a new quote/order based on the original quote.  Notes: Customer/C...
Wed, 18 Nov, 2020 at 12:55 PM
Quotes - Changing Quote Status to Lost
Back Quote - Changing a Single Quote Status to Lost Step      Action   1.        From the Quote View page, hover mouse over Actions menu and select    {...
Wed, 18 Nov, 2020 at 12:54 PM
Quotes - Bulk Actions
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. T...
Wed, 18 Nov, 2020 at 12:53 PM
Quotes - Exporting Quotes
Back Step     Action   1.       Select {Quotes}. The page should open on the Quotes tab.   2.       Use search criteria to filter export results.    3. ...
Wed, 18 Nov, 2020 at 12:55 PM
Quote - Smart List
Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > C...
Fri, 9 Apr, 2021 at 3:13 PM