Delete a Quote

You can record it when your customer accepts or declines a quote. For this the quote status must be... read more

Only Standard or Advisor users can print or email a quote.  Print a Quote  In the Account menu, select Sales.  Scroll down to the Quote section.  Select any... read more

Customer Quote provides the customer an approximate budget price for the works to be performed.  Create a New Quote You can... read more

You can Edit the draft quote or the one you've sent to make changes in its details.  Edit a Draft Quote  In... read more

You can change a quote's status back to Accepted with "Unmark it as Invoiced" option.  Mark Quotes as Invoiced  In the Account menu,... read more

When you are ready to charge a customer against the goods or services supplied from a quote then you... read more