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.New
Click this button 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 quotes(s) you wish to remove from the list, and click this button.Edit
Click this button to edit the currently selected quote. This only applies to one quote at a time.Order
Click this button to create a new order from the selected quote.Invoice
Click this button to create a new invoice from the selected quote.Preview
Click this button to see how the quote will appear when printed, saved as a PDF document, or emailed to a customer.Print
Click this button to print the currently selected quote(s).Email
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.Fax
Use this button to send one or more selected quote(s) to a recipient via fax. You will asked to provide a fax number.Save
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:Find Quote
Select this option to open a dialog that allows you to search the list based on quote number.Find Next Quote
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.Import Quotes from CSV
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.