Quotes

Quotes - Quotes Search
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 ...
Thu, Jul 15, 2021 at 11:38 AM
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 Note: Access to these functions will ...
Fri, Apr 9, 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 Number. Actions This allows for the follow...
Mon, Mar 29, 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 quote on vertical ellipses CRM > Cu...
Tue, Jul 13, 2021 at 3:36 PM
Quotes - Locations
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 ellipse...
Thu, Jul 22, 2021 at 11:09 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/Contact details from th...
Wed, Jul 21, 2021 at 1:02 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...
Thu, Jul 15, 2021 at 1:37 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. The system will determine if a r...
Thu, Jul 15, 2021 at 11:11 AM
Quotes - Exporting Quotes
Back Step     Action   1.       Select {Quotes}. The page should open on the Quotes tab.   2. ...
Thu, Jul 15, 2021 at 1:23 PM
Quotes - 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 > Contacts Quotes/Orders (All quo...
Thu, Jul 15, 2021 at 11:53 AM