Quotes Available Options

Table of Contents

Quotes Available Options #

Exhaustive list of all available options for quotes

  • Quote Preview #

    • 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.

 

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form. 

What are your Feelings