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Back Smart Lists are an easy way to save common searches for future use. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts Quotes/Orders (A...
Wed, May 15, 2024 at 12:12 PM
Back Section Description Quote Information Boxes These boxes provide general information about the selected quote. Quote Date - shows date of quote. Status - indicates the current status of...
Tue, Aug 2, 2022 at 2:09 PM
Back Customer Details This shows general details for the quote and the customer including: Type Status Previous/Converted Order# or Requoted Quote# Customer on the quote Contact on the quo...
Thu, Aug 4, 2022 at 11:19 AM
Back Details This shows pricing details for the selected quote including : Quote Date Total Graphic Discount Shipping Postage Subtotal Tax Total Approved Total
Thu, Aug 4, 2022 at 11:19 AM
Back To edit a quote in DocketManager: Step Action 1. Select {Quotes} in the navigation menu on the left-hand side. 2. Search for the quote you want using the search ...
Mon, May 31, 2021 at 10:10 AM
Back To delete a quote in DocketManager: Step Action 1. Select {Quotes} in the navigation menu on the l...
Thu, Jul 15, 2021 at 12:35 PM
Back To duplicate a quote item in DocketManager: Step Action 1. Select {Quotes} in the navigation menu on the left-hand side. 2. Search for the quote containing the item...
Tue, Aug 2, 2022 at 1:49 PM
Back Quote items that have files attached, such as customer files, proof files, etc., can be downloaded from the quote level instead of going into each item. Step Action 1. Se...
Mon, May 31, 2021 at 10:11 AM
Back You can print outsourced purchase order (PO) documents directly from the quote view page. Step Action 1. &n...
Fri, Jul 16, 2021 at 2:55 PM