Quotes

View a Customer's Signature
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on an “Approved” quote or locate the...
Sat, 28 May, 2016 at 6:49 PM
View a Quote's History
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on an “Approved”...
Thu, 25 Aug, 2016 at 3:58 PM
Export a Quote as a CSV File
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on a quote title. The ...
Thu, 25 Aug, 2016 at 3:59 PM
Convert a Quote to a Contract
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on a quo...
Thu, 25 Aug, 2016 at 4:02 PM
Edit a Quote
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on a quote title. The &q...
Thu, 25 Aug, 2016 at 4:05 PM
Resend a Quote
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on the quote you would like to resend...
Thu, 25 Aug, 2016 at 4:07 PM
Delete a Quote
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on a quote title.  4) The "Qu...
Thu, 25 Aug, 2016 at 4:08 PM
Clone a Quote
1) Click on the "Quotes" tab. 2) Quotes will appear in order of status. 3) Click on a quote title.   4) The &q...
Thu, 25 Aug, 2016 at 4:21 PM
Obtaining a Customer's Signature
1) Once a user clicks "Approve" on the secure URL link in an email notification, a pop-up box will appear. 2) The us...
Thu, 25 Aug, 2016 at 4:23 PM
Comment Box Process
1) A customer adds a comment to a quote. 2) An email notification will be sent to the user (business owner). 3) The user can...
Tue, 31 May, 2016 at 3:38 PM