cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
-staircaseman-co
Level 1

Can i create a job cad from a quotation?

 
1 Comment 1
GlinetteC
Moderator

Can i create a job cad from a quotation?

Hello, -staircaseman-co. I'd be glad to assist you today.

 

If you're referring to create a quote that has a CAD currency, then, yes that is possible. Please be reminded that the Multi-currency option is enabled. Here's an article for the detailed steps: Turn on and use multicurrency.

 

Here are the steps to create a quote with a CAD currency:

 

  1. Click + New and select Quote.
  2. From the Customer drop-down menu, select + Add new.
  3. Enter the name of the customer.
  4. In the Currency drop-down menu, select CAD Canadian Dollar.
  5. Enter necessary required fields.
  6. Click Save and close.

 

If you're referring to an electronic plan design, this option is unavailable.
 

If you referring to something else, please let me know by adding some details about it. I'll be right here to answer them.