Quotation Details

View Quotation Details

1. The admin user can view the details of the quotation when they click on the quotation in the quotation list.
2. There are 4 options (“Mark as xx) to choose from when the admin clicks on the “more” button, allowing them to change the quotation status or delete the quotation.
3. The user can download the quotation in PDF format by clicking the button.
4. The user can send the quotation to receive their signature and approval through email to the contact person of the customer by clicking the  button. Once the customer has approved and signed the quotation, the admin user will be informed and the quotation’s status will turn to accepted automatically. Once the customer has declined the quotation, the quotation’s status will turn to declined automatically.
5. The user can view the signature and signer information of the signed quotation in the PDF format quotation (refer to step 3).

6. The quotation can also be edited by clicking the  button.
7. The quotation can also be directly converted to a Job when the “Convert to Job” option (in “More” Button) is clicked.
8. The quotation can also be directly converted to an Invoice when the “Convert to Invoice” button is clicked.