Manage Quotes

The quote screen stores all of the Active Quotes.  To see the Posted / Accepted / Declined Quotes, tick the box to include these.

The Status column will display with each Quotes Status

Related Articles

Creating Quotes and Adding to a Job

How Do I Copy a Quote

Expired Quotes for instructions on keep the quotes tidy.

Accepted Only Quotes

Quotes Can Not be Converted into Invoices

Reporting on Quotes

• Pending Quotes - Summary
• Pending Quotes - Detailed - By Customer
• Pending Quotes - Detailed - By Product
• Quotes Issued in Date Range
• Quotes Summary by Status
• Expiring Quotes