Issue a Quote

When a quote is final, you can export it as a PDF or HTML file to issue it.

To issue a quote, complete the following steps:

1. Click Menu > Quotes > Quote Search.
2. In the data grid on the Quotes Search page, locate the quote that you want to issue and click its quote number in the Quote # column. The quote is displayed on the Quotes page, which shows the quote's name as the title of the page.
3. Click at the bottom of the page. The Issue Quote dialog is displayed.
4. Choose the appropriate template from the Choose Template drop-down.
5. Choose an output type from the Document format drop-down: HTML or PDF.
6. Do one of the following:
   • Select the Send and save using correspondence check box to save the quote as an attachment and send it directly to the client. If you use this method, the quote remains in the doc store, and you cannot delete it, because it is attached to the Correspondence.
   • Click to open an e-mail in Correspondence with the quote as an attachment.
7. Save the quote by naming it and selecting the location where you want to save it. You can save the quote locally or on a shared drive, as specified by your default output locations in My Settings in My Traffic. You can issue the quote as many times as you want to.