Quotes Procedures

This section describes the steps you need to follow to work with quotes.

Related Topics:

  • Create a Quote
    You can add quotes to a job based on the price estimates and product quantity in your job budget.
  • Edit a Quote
    You can modify the information in an existing quote, with exception to those which you have submitted, and those which the project manager has approved or rejected.
  • Delete a Quote
    You can remove quote lines as needed.
  • Copy a Quote
    Use these steps to copy quotes.
  • Submit a Quote
    Use these steps to submit your new or edited job quotes for approval.
  • Approve or Reject a Quote
    Use these steps to approve or reject a quote. You can view all approved job quotes in the Quotes Revisions tab.
  • Reopen a Quote
    When you reopen a quote, you can edit a submitted job quote.
  • Print a Quote
    Use these steps to print a job quote, draft quote, or an order confirmation.
  • Restore Quote Revisions
    Use these steps to restore quote revisions.
Parent Topic: Quotes Overview