The text and conditions shown in the quote are, by default, taken from the company-wide settings and can be customised with individual entries (1). Use the preview mode (2) to view the quote. Next to the preview mode you will find the option to send the quote to the customer via email (2).

You can see who is working on the quote, when it was created and, if desired, you can also set an expiration date (4).

When viewing the quote, it is possible to either show or hide the total price (5).

A PDF document can be created using the 'Print' button (3), based on the company-wide settings (e.g. the company letterhead).

The items in the quote can be optimised and procured in the 'Purchasing' tab, similar to the purchasing board.

Note: This page has been translated with the Google Translation Service.

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