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Quotes

Quotes



Quotes are used for proposing pricing to Customers.  Customer acceptance of the quoted price usually has to be done within the required time limit and then the price becomes binding for the duration of the quote.  


The Quotes tab maintains the history of all the quotes created for a customer.  Open a quote by double clicking on it from the list in order to edit it and add additional items, make revisions or e-mail the quote.



When a Quote is open, various tabs appear, the Quote Form is what is given to the Customer, the Internal Quote Form is used to gather documentation that the appropriate internal parties have agree to the pricing being advertised to the customer.  The Revisions Tab maintains a copy of how the Quote looked each time a new version was created.  The Log tab will track which user created the Quote, who made each revision, etc. 
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