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The Quotation section is (as you would imagine) where you can manage all of your quotes, such as quotes for Equipment Deals, Hire Contracts, Jobs, Sales Orders, and Service Contracts. This article is a precursor to the more in-depth articles related to each Quotation Type.
Getting There
You can find the Quotation section by heading to Records and then Quotations.
Navigating Quotation Details
On the Quotation page, you can view all available quotes in the system.
You can create new ones with the Create New Quotation button.
Using the filter, you can search for any quotations listed.
You can see the revisions of a particular quote using the ellipsis (...).
You can also set its status via the Status column.
Depending on the status of the quote, from the Action Tray, you can:
Print
Issue
Edit
Delete
Attach Documents
Types of Quote
When you create a new quote, you need to select its type before any of the fields will appear.
You can choose from the following options:
