Tablet- iOS (iPad)

Create A Quote
1) Click on Quote Tab.  2) Click on the upper "+" button to create a quote.  3) Fill out title, customer, expires, and description....
Thu, 13 Aug, 2015 at 4:51 PM
Edit A Quote
1) Click on the Quote tab.  2) Select the Quote.  3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on...
Mon, 22 Jun, 2015 at 6:40 PM
To Resend A Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on ...
Mon, 22 Jun, 2015 at 6:41 PM
Quote- Allow Customer Approval
1) Click on the Quote tab.  2) Select the Quote.  3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on...
Thu, 13 Aug, 2015 at 4:52 PM
Clone Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on ...
Mon, 22 Jun, 2015 at 6:46 PM
To Comment On a Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Click on the "Comments" bar on the top menu.  4) Add A comment.   5) Click on &quo...
Thu, 13 Aug, 2015 at 4:53 PM
To View Quote History
1) Click on the Quote tab.  2) Select the Quote. 3) Click on the "History" bar on the top menu.  4) You are able to view the history asso...
Mon, 22 Jun, 2015 at 6:50 PM
To Delete A Quote
1) Click on the Quote tab.  2) Select the Quote. 3) Once you are on the Quote Details page, click on the upper " ..." icon.  4) Click on ...
Mon, 22 Jun, 2015 at 6:54 PM
Convert A Quote To A Contract
1) Click on the Quote tab.  2) Select the Quote. Note: You can only convert a quote to a contract if the quote has been approved.  3) Once you are on ...
Tue, 23 Jun, 2015 at 2:22 PM
Add A Contract
1) Click on the Contract tab.  2) Select the Contract. 2) Click on the upper "+" button to create a quote.  3) Fill out title, customer, e...
Mon, 22 Jun, 2015 at 9:31 PM