Contact Management Tab: Quotation

View - Contacts -Contact Management - Quotation

The Quotation tab in the contact card is available for contacts that are registered as Customers. It provides an overview of quotations issued to the contact.

.You can use the Quotation tab to create regular and repetitive quotes. You can do this by clicking on the arrow to the right of the New button and choosing from the list shown.

By clicking on Edit you will be directed to the Quotation register where you are able to edit the information that is connected to the quotation.

Here you are able to update information about a quotation that has been registered within both the quotation tab and the quotation register.

Note! The Status drop-down list in the Quotation tab acts as a filter. The choices you make here determine what is shown in the tab. If, for example, you select Quotation repeating, the tab will only show group quotations and no other categories.