Printing Quotations

View - Sales/Invoicing - Quotation Registration

Depending on how you create quotations (group quotations, repeating quotations, etc.) they can either be printed individually or as a selection of all created quotations in the module.

The quotation can be sent to printer, e-mail or fax, be transferred to Microsoft Office Word or to the Print Preview screen. If you have a PDF printer installed, then the quotation can be transfer to PDF format as a file.

How to print a quotation

Click Print (Ctrl + P) in the toolbar to print a quotation.
Select between an individual Quotation and an Quotation advanced.
Select if you wish to print the Active quotation or if you wish to define a Filter and then click Next.
Specify the properties required for the quotations you are going to print out, and click Next.
Select which media you want to use to print the quotations, and click Complete.
If you selected to print to Microsoft Office Word, you will now receive a window where you can select the document template for the print out. Select the desired template, and click OK.

You have now printed a quotation.

E-mail: One of the printout options is to print to e-mail. The program will then automatically convert the printout to pdf format and attach it to an e-mail to the recipient.

Tip! In the company settings for contact management - and on the contact/contact person itself - you can define default E-mail recipients. Read more in Company Settings for Contact Management.

Microsoft Word: If you select Microsoft Office Word when printing, this will create a Word document based on the document template for the quotation included in the program. New document templates can be created and edited from View - Document - Document templates menu, where you select the Quotation template module from the drop-down list. You can find out more about templates in The Document Templates Window.