Create a Quote
You can add quotes to a job based on the price estimates and product quantity in your job budget.
To create a quote:
- Under the Jobs menu section, go to
-
Use the search filter and/or the
Search field to select a job.
Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents tab. Click Save, or press ENTER to save the information.
- To add quote lines, click + Add Quote Line.
- Enter the necessary details for your quote line.
- Click Save.