How to produce a copy of a signed quotation

How to produce a copy of a signed quotation. 

In this article we will take you through step by step how to generate a copy of a signed quotation for a client should you need to do this.

Step 1: Locate and select the quotation

There are a number of different methods of locating the quotation, in this example we will make the assumption that you are unaware of the clients reference number.  We will complete the search using the client’s business name.

For alternative methods to search for a quote please check this associated article:

How to cancel a previously won quotation based on a customer cancelling the order

Enter the companies name into the global search bar and select enter.  You will then be presented with a list of all your clients with the name you have entered in this example we are using Ruby Red.

Once you have identified the client’s account you wish to open.

Simply click on the company name.

Step 2:  Select your quotation

You will now see the client’s information in front of you, select quotes from the top bar as indicated below.