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...

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...

Back Details This shows pricing details for the selected quote including : Quote Date Total  Graphic Discount Shipping Postage Subtotal Tax Total Approved Total  

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 ...

Back To delete a quote in DocketManager: Step     Action   1.       Select {Quotes} in the navigation menu on the l...

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...

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...

Back You can print outsourced purchase order (PO) documents directly from the quote view page. Step     Action   1.      &n...

Back Coming Soon!

Back Sometimes due to unfortunate circumstances, a quote will no longer be moving forward and needs to be marked as Lost. You can keep a record of lost quotes by marking them as such. This will a...