Viewing Quotes

  • 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: