Faq web category: Quoting Faqs

You can open it from the Quoting tool by clicking on the “Recent quotes” button, then on the quote you want, or from the Sales tracker tool by clicking the arrow button inside the Quotes dashboard or on the number of tracked, new or finalised quotes,...

Yes, you can. You can send the quote by email within the “Finalise” step, in case of draft quote, and from the “Close” step if the quote has already been finalised.

No, you don’t need internet connection. You can also make and finalise the quote if you are not connected to the Internet. It will be synchronised when the connection is restored and when the automatic synchronisation will occur after opening the Quoting...

Yes, you can. You can do it while you process a quote or within the customer card. In the first case after you have opened the Quoting tool and have searched for the customer, you change the information you want, flag the “Default contact for this...

Yes, you can. You have to click on “Recent Quotes” button in the first Quoting tool page.