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The Quotation Module allows users to create a Quotation for a specific job relating to a client. These Quotations can then be printed out or sent to the client as a PDF file via email. |
Working with Existing Quotations
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- VIEW an existing Quotation by clicking on its title
- DELETE a Quotation by selecting an entry using the tick box, and clicking the 'Delete' button
- PRINT a Quotation by clicking its title to view it, and then clicking the 'Print' button
- EMAIL a Quotation to the client by clicking its title to view it, and then clicking the 'Email to Client' button
[click to enlarge]
Filtering and Sorting the Manage Quotation view
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Note: Filtering will reflect the results that are printed in the report. |
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Below is a printed image of a Quotation.
[click to enlarge]