Quotes Available Options
Table of Contents
Quotes Available Options #
Exhaustive list of all available options for quotes
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Quote Preview #
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- Quote URL section (at the top)
- Preview: Provides the ability to preview the quote sent by email or manually shared to the client, and display how it will look like when the client opens it.
- Copy: Will copy the link of the quote preview into the clipboard, which you can past wherever needed, like social messenger, email, CRM, …
- “Actions” button section (top right corner)
- Draft: The status of the quote will be changed to Draft. (available when quote is not expired)
- Accepted: The status of the quote will be changed to Accepted. (available when quote is not expired)
- Make Invoiced: The status of the quote will be changed to Invoiced. (available when quote is not expired)
- Cancel Quote: The quote will be cancelled, changing the status to cancelled. (available when quote is not expired)
- Send: The quote will be manually sent by email.
- Edit Document: Will start editing the selected quote.
- Export to PDF: The selected quote will be exported to PDF, a dialog window will ask for a local directory where to save the PDF file.
- Duplicate: The selected quote will be duplicated, a new quote will be created, retaining items, quantity, price, and various values.
- Convert to Invoice: The selected quote will be converted to new invoice, retaining items, quantity, price, and various values.
- Quote URL section (at the top)
For more information you can open a new ticket at support.lambda-it.me.
Or contact us with the contact form.