Use this screen to manage your customer quotes. A list of all the quotes you have created in Express Accounts is displayed here. To open the Quotes list, click the View menu and select Quotes.

Quote

Under the Quote menu you have the following actions with their short cut keys.

New Quote

This option will open the Edit Quote dialog with a new empty quote.

Copy Quote

This option will create a new Quote and fill in the customer and item information automatically using the selected Quote.

Delete Quote(s)

This option will delete the selected quotes from the quotes list.

Edit Quote

This option will open the Edit Quote dialog with the selected quote.

Create Order

This option will create an Order from your Quote.

Create Invoice

This option will create an Invoice from your Quote.

Find Quote - Ctrl + F

Use this dialog box to search for a desired Quote in the list. You can search by Date, Quote, or Customer.

Find Next Quote - F3

The commands Find Quote and Find Next Quote work together. The option to use Find Next Quote appears after you use Find Quote. Find Next Quote Will find the next Quote with the same search criteria you entered in Find Quote.

When using Find Next Quote, after you have scrolled through all Quotes with matching search criteria from Find Quote, A pop-up window will notify that "No more quotes matching '(SEARCH CRITERIA)' could be found."

Note: If you delete the search criteria from the text box in Find Quote and click OK, a pop-up window will notify "No matching '' could be found.". The Find Next Quote function will now be grayed out and unselectable. The Find Next Quote function will be available again after you use Find Quote.

For the following actions you must first have a Quote selected from your list.

Print Quote - Ctrl + P

This command will open a print dialog window and allow you to print your Quote or safe as a .pdf document.

Print Preview - Ctrl + Shift + P

The Print Preview window displays the Quote as it will be printed by the printer.

Email Quote - Ctrl + E

Allows you to send the Quote to an email recipient.

Fax Quote

Allows you to send a Quote via a telephone fax number.

Save As PDF

Allows you to save your Quote as a .pdf document.

Import Quotes from CSV

External data can be imported into Express Accounts using csv files. A window will open that allows you to choose the CSV file you want to import from where you have it saved.

Help

The Help menu contains a link to the Express Accounts Help documentation, links for the Express Accounts webpage, technical support, related programs, and other links you might find useful.

You can refine the contents of the Quotes list by using the interactive filter controls below the main toolbar. Use the Period drop menu to filter the listed quotes by date, and the Start and End date pickers can be used to fine tune the date period. The Customer selector can also be used to further restrict the quote selection to a specific customer, and the Display Quotes selector lets you choose between recorded or draft quotes only.

New

Click the New button on the toolbar to create a new quote.

Copy

Clicking the Copy button will create a new quote and fill in the customer and item information automatically using the selected quote.

Delete

To delete quotes, select the quote(s) you wish to remove from the list, and click the Delete button on the toolbar.

Edit

Click the Edit button on the toolbar to edit the currently selected quote. You can only edit one quote at a time.

Order

Click the Order button on the toolbar to create a new Order using the currently selected quote. The information for the new Order will be filled in using the selected quote.

Invoice

Click the Invoice button on the toolbar to create a new Invoice using the currently selected quote. The information for the new Invoice will be filled in using the selected quote.

Preview

Click the Preview button on the toolbar to see how the currently selected quote will appear when printed, saved as a PDF document, or emailed to a customer.

Print

Click the Print button on the toolbar to print the currently selected quote(s).

Email

Click the Email button on the toolbar to send one or more selected quote(s) as a PDF document to a recipient via email. You will be asked to provide an email address. Your email settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.

Fax

Use the Fax button on the toolbar to send one or more selected quote(s) to a recipient via fax. You will be asked to provide a fax number. Your fax settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.

Save

Click the Save button on the toolbar to save the currently selected quote(s) as a PDF file on your computer.