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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Editing a Quote creates new revision each time the quote is saved. This is visible through an increment of the internal quote number.

Creating a Quote from a Request

To create a Quote from a Request, open the Request and click Create Quote. This will open a new “Quote from Request” form, pre-filled with all information that was part of the initial Request. To complete the form, the same steps apply as described in

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Who can Create or Edit Quotes?

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