Back 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: Access to these functions will var...

Back The Quote 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 Note: Access to these functions will ...

Back The Quotes View page is divided into the following sections:   Section Description Quote Name and Number This shows the Quote Name and Number. Actions This allows for the follow...

Back There are several ways a Quote can be added to DocketManager. Quotes > New New (Quick Add) > Quote CRM > Customer or Contact tab > New quote on vertical ellipses CRM > Cu...

Back Quote Locations details can be found on the Quote Edit modal. There are several ways to open the Quote Edit modal including: Quotes > Edit on vertical ellipses Quote View > Actions ...

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/Contact details from th...

Back Quote - Changing a Single Quote Status to Lost Step      Action   1.        From the Quote View page, hover...

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. The system will determine if a r...

Back Step     Action   1.       Select {Quotes}. The page should open on the Quotes tab.   2. ...

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 > Contacts Quotes/Orders (All quo...