Adding Quotes

Top  Previous  Next

You can access the Quotes page by clicking the Quotes sub-tab on the Account Details page, as shown in Figure 1.

 

accountdetails

Figure 1 Accessing the Quotes Page

Your customers should be informed of your offers and prices. These are usually in the form of a quote. The Quotes page displays the details of all the quotes related to an account, as shown in Figure 2. You can add a quote by clicking Add a Quote. For more details, refer to Adding a Quote.

 

account_quotedetails

Figure 2 The Quotes Page

Clicking action_icon in the first column of the tabular listing displays a context menu which allows you to perform the following tasks:

View quote details
View different versions of quote
Modify or clone a quote
Add another version
Delete a quote

For more details, refer to Understanding Quotes.