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 HomeJobsJobs SubmenuQuotesQuotes Procedures
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 HomeJobsJobs SubmenuQuotesQuotes Procedures