Quotes Page

You can examine detailed information about a quote in a view that is called the Quotes page. You can add or change information if the quote is not locked, unless otherwise stated.

You access this page in one of the following ways:
  • Use the Quote Search page to locate a quote in the search results grid, and then click on the quote's number in the Quote # column.
  • Click Menu > Quotes > New Quote and create a quote. After you enter the basic quote information in the Create Quote pop-up and click Next, the new quote is displayed on the Quotes page so that you can finish providing the additional information, such as line items.
Attention: The title of the Quotes page is the name of the quote that you are viewing.