Create a new Quote

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A new quote can be created by different ways:

 

 

1. Viewing any of the Quote navigation pane grids (except for the Quote Templates grid), select the New... button.

QuoteNew1

 

This will bring up the client and quote template selection window

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A client is required to be selected. A Quote template is not. Click on the OK button when you have selected your client (and quote if applicable)

 

 

2. Right click on the client's name in any grid

QuoteNew3

 

This will bring up the client and quote template selection window with the client pre-selected.

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If you don't want to use a quote template, just click on the OK button and the quote entry screen will open.

 

 

3. Use the Accelerator Key combination ALT-q to bring up the client and template selection window for the quote you want to create.

 

See also:

Accelerator Keys