Difference between revisions of "Quote details section"

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(begin to create a new project with this quote), cancel, download this quote in PDF format, clone, update or delete.
 
(begin to create a new project with this quote), cancel, download this quote in PDF format, clone, update or delete.
  
[[File:Quote buttons.jpg|Quote details page|1000px]]
+
[[File:Quote actions.png|Quote details page|1000px]]
  
 
<span style="color:red">'''Note:''' The '''"Send"''', '''"Mark as sent"''', and '''"Download as PDF"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered.</span>
 
<span style="color:red">'''Note:''' The '''"Send"''', '''"Mark as sent"''', and '''"Download as PDF"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered.</span>

Revision as of 15:44, 1 April 2019

On this page you’ll find general data about a particular quote.

Press "Actions" to see the set of operations that can be performed on this quote.

You can send this quote to your client, mark it as sent, convert it to a project

(begin to create a new project with this quote), cancel, download this quote in PDF format, clone, update or delete.

1000px

Note: The "Send", "Mark as sent", and "Download as PDF" buttons are not displayed in quotes with no receivables entered.