To add the Quotes module to your FW10 package, contact us: firstname.lastname@example.org
Add a quote by clicking the [+ New Quote ] button.
This will bring you to the Edit Quote screen, where you may enter the Project (if any), Description, Region, Customer, etc.
Click SAVE, and then you will be able to add Products and edit pricing, freight rate, surcharge, etc.
Manage your Quotes by marking them as Awarded, Pending, or Rejected.
Quotes can be awarded and automatically converted into Orders to eliminate any accidental re-entry of order and pricing information. Quotes can also be printed and emailed to customers - go to Quotes >> Quotes to revisit the quotes list and click the Print button next to the desired quote.
This will download a PDF file to your computer.
Multiple Quotes can also be grouped into Projects. Click here to learn more about Projects.