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

Morning, Where can I get a confirmation/ history of a quote emailed to a customer

 
1 Comment 1
JamesDuanT
Moderator

Morning, Where can I get a confirmation/ history of a quote emailed to a customer

Hello there, cvs-polka-co-za.

 

Previously emailed quotes are found in the customer's Transaction List. Here's how:

  1. Click Sales on the left menu and go to the Customers tab.
  2. Click on a customer profile and go to the Transaction List section.
  3. You can Filter the transactions to easily see the created quotes.

You can also go to the All Sales tab and filter the page to the easily the quotes.

  1. Click Sales on the left menu and go to the All Sales tab.
  2. Click the Filter button and select Quotes or Estimates.
  3. Set the Status, date range, and the customers.
  4. Click Apply.

Here's an article about quotes and how you can mange them: Set Up and Use Quotes.

 

Feel free to get back to us if you need anything else. Have a great day!