- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
Below you can find more details on Quotes and how they are used on the Web User Interface.
Table of Contents
- Web User Interface
- Quotes List
- View Quote
- How to Access the Page
- Quote List Page
- Quote View Layout
- Upper Right Corner Actions (Detailed)
- Pencil Button
- Individual Actions Button
- Edit
- Edit Status
- Delete
- Export Quote to PDF
- Print Quote
- Email Quote to Customer
- Email Quote Approval to Customer
- Text Quote to Customer
- Create Work Order
- Create Purchase Order
- Create Sales Order
- Create Invoice
- Create Project
- Create Quote Template
- Create Quote Template With Quote ID
- Question Mark Button
- X Button
- Summary Tab
- Payments Tab
- Documents Tab
- Forms Tab
- Time Tracking
- History
- View a Quote in PDF
- Import Quotes
- How to Access the Page
- Import From Excel
- Import From QuickBooks Online
- Import From QuickBooks Desktop
- Export Quotes
- Edit Quote
- Quote Templates
- How to Access the Page
- View a Quote Template
- Overview and Layout
- Quote Template Full-Size View
- Quote Template Tabs
- Summary Tab
- Documents Tab
- Forms Tab
- History Tab
- Upper Right Corner Actions
- Add a Quote Template
- Edit a Quote Template
- Delete a Quote Template
- Send a Quote for Approval