Manage and View Quotes
Modified on: Sun, 17 Sep, 2017 at 4:05 PM
- Go to Sales | Quotes | View Quotes.
- The list of quotes is displayed. You can filter by Quote Status, Quote Number, Customer or Warehouse fields.
- To export the existing quote details, click Export. You can choose to export as PDF, CSV, XLSX, or XLS.
- To add a new quote, click Add Quote. For more information, see Add new quote.
- You can use the action cog to perform functions at line level:
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