View Existing Quotes

To view quotes for a contact go  to the contacts' main page, open the project, and then open the quote to display the Quote details page.

Quotes Detail Page

1	Quote status: Quote status' are manually updated. Click the drop-down to select a status.
2	More actions: Click the More actions drop-down to calculate sales tax, clear sales tax, edit name, change ownership or delete the quote. Note: You can only delete a Quote that is in the Draft status.
3	Preview: Click Preview to see what your client will receive when you share the quote link.  From this screen you can access the More actions drop-down functions (calculate sales tax, clear sales tax, delete), or click the Share button in the upper right corner to access a share link for the quote.
4	Save: Click Save to apply any changes you have made to the quote.
5	Quote details: This field shows the shipping details that were entered when the quote was created.
6	Quote summary: The Quote summary itemized the important details about the quote.
7	Products: This field contains links to products ordered from different suppliers for this quote.
8	Add product: Click the drop-down on the Add product button to open a product search or to manually add a product.
9	Supplier tabs: Click on the different tabs to access product information for items ordered from different suppliers.
10	Set up: Click Set up to configure the product, or to change the configuration set when the quote was created.
11	Create purchase order: Click here to create a PO for the supplier. See Create a Purchase Order.

Updated July 03, 2025 14:57