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 the original quote w...

Back You can view records of emails sent out related to a quote at the quote level. Step     Action   1.       Select {Quotes} in the navigation menu on the left-hand side.   2.       Searc...

Back The Item Summary provides a snapshot summary of an Items Production/Order details. You can access the summary by using the actions menu on an item: Note: The Item Summary cannot be pr...

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.       Selec...

Back Items can be deleted from: Order, Quote, or Product view page Order > Items or Quotes Items tab > Item Vertical Ellipses To Delete Items from the Order, Quote, or Product View ...

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 o...