You can refine the contents of this list by using the interactive filter controls below the main button bar. You can use the 'Period' selector to filter the listed quotes by date, and the 'Start' and 'End' date pickers can be used to fine tune the date period. Use the 'Keyword' search feature to select quotes based on the text entered.

Click this button to create a new quote.

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

To delete quotes, select the quotes(s) you wish to remove from the list, and click this button.

Click this button to edit the currently selected quote. This only applies to one quote at a time.

Click this button to create a new order from the selected quote.

Click this button to create a new invoice from the selected quote.

Click this button to see how the quote will appear when printed, saved as a PDF document, or emailed to a customer.

Click this button to print the currently selected quote(s).

Use this button to send one or more selected quote(s) as a PDF document to a recipient via email. You will asked to provide an email address.

Use this button to send one or more selected quote(s) to a recipient via fax. You will asked to provide a fax number.

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

Additionally, the following functions are available from the menus:

Select this option to open a dialog that allows you to search the list based on quote number.

Select this option to skip to the next item found after the search function has been performed. You can also press F3 to quickly highlight the next match in the list.

If you have a list of quotes to import from another program, select this option. See the Select CSV File Data Fields topic in this manual for more information on how to import a list of quotes.