How to VIEW an Addon Quote

OVERVIEW:

With the correct setup flag configured (In the Company Data Info table) you can use multiple Quote numbers for the phases you list on a Job.

This provides a flexible method of managing multiple quotes on the same job for contract phases that are split and require separate printed quotes or even additional quote work that can be sent once the project has been started.

To View additional Quotes and prepare to email them you simply go to the PREVIEW QUOTE option on the EDIT QUOTE screen.

Then follow the steps below after the following screen appears. (note. this is an example quote preview)

1. Click the "Click to Send a Specific Quote" tick box and a dropdown field will appear called Existing Quote Numbers.

2. Click the dropdown and the list will appear with phases associated with that phase quote number

3. Click the phase quote number you want to produce the quote for.

4. You can ensure that the phase quote number will appear in the template as highlighted here in number 4.