As a Service user, you may want to create Quotes directly for your clients. Or sometimes there is a need to edit an already placed Quote. A single form showing all necessary information in one place makes these transactions efficient and enhances Service capabilities.
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Creating a Quote
To create a new quote go to the quotes table in the service panel and select Create Quote.
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You can see the summary of all costs in the summary section. After checking everything is correct, you can click on “create quote” to create your quote. Cancelling the quote creation process loses all entered information.
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Editing a Quote
To edit an existing Quote, open the Quote that you want to change. Under More Actions, click on Edit Quote.
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