Creating a Quote
You can create a quote by choosing “Customers & Sales” from the menu on the left side of the screen. In the “Customers & Sales” pane, select “Quotes and Proposals” just below “Customers.” Click <New Quote> from the dropdown menu. Enter the information and click <Save> in the upper left side of the screen just under the primary window. You may also choose to print the quote by choosing <Print>.
You may view and edit existing quotes by selecting <View and Edit quotes> from the dropdown menu under <Quotes and Proposals>. Locate the quote you wish to edit by scrolling through the table or searching for it using the customer name or id. Click <Open> on the toolbar at the top left side of the screen just under the primary menu. To delete a customer, click <Delete> on the toolbar at the top of the screen.
To add a line to a quote:
Click <Row> on the toolbar at the top of the screen just under the primary menu. Then choose <Add> from the dropdown menu. A blank row will appear at the bottom of the quote. If you wish to insert a new row between two rows, highlight the row beneath where you wish to add a new row, click <Row> and then <Add>.
To delete a line from a quote:
Delete a row by highlighting the row you wish to delete, selecting <Row> from the toolbar at the top of the screen, and then <Remove>. You will not be asked to verify that you wish to remove the highlighted row, so be sure that you’ve selected the correct row to delete. Note that the remove option remains grayed out until you highlight a row to delete. It’s also important to note that clicking <Delete> on the toolbar at the top of the screen will erase the entire quote. The “Delete” option should ONLY be selected if you wish to delete quote in its entirety.
To customize the layout of a quote:
Choose <Layout> on the toolbar at the top of the screen. Then select <Customized Quote Layout> from the dropdown menu. You will then be able to customize the quote layout. Click <Ok> when you are finished.
To enter an event for a quote:
Select <Event> from the toolbar in the upper middle of the screen just under the primary window. A popup will appear and you will then be able to enter call, letter, or meeting information as well as comments. When you are finished, click <Save> on the menu bar at the top of the popup or click <Recur> to schedule the event as a recurring one.
To convert a quote to a Sales Invoice, Sales Order, or Proposal:
Choose <Convert> on the toolbar at the top of the screen. Choose which type of document to which you wish to convert the quote and click <OK>.