Quotes

Quote View - Tasks
Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  Any tas...
Thu, Aug 4, 2022 at 11:31 AM
Quote View - Files
Back There are several ways files can be used on DocketManager. Informational files can be added to contacts, customers, orders, stocks and supplies. Item files, thumbnails, and preview files c...
Thu, Aug 4, 2022 at 11:53 AM
Quote View - Notes
Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...
Thu, Aug 4, 2022 at 11:54 AM
Quote View - General
Back General  Field Description Quote Number This is a unique number assigned by the system to identify the quote. Quote Name Enter the name for the actual quote. This wil...
Thu, Aug 4, 2022 at 1:45 PM
Quote View - 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 the original quote w...
Tue, Oct 11, 2022 at 10:51 AM
Quote View - Records
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...
Tue, Oct 11, 2022 at 11:04 AM
Quote View - Notes
Back Notes are can be added on various pages in DocketManager for internal documentation purposes. These notes can function differently depending on where they have been created.   Examples:  ...
Tue, Oct 11, 2022 at 11:06 AM
Quote View - Tasks
Back Tasks are a way to set To Do's for yourself or for other active user's in the system.  Tasks can be generic or they can be assigned to orders, quote, items, customers, etc.  An...
Tue, Oct 11, 2022 at 11:09 AM
Quote View - Summary
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...
Tue, Oct 11, 2022 at 11:12 AM
Quote View - Download
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...
Tue, Oct 11, 2022 at 11:14 AM