When you create a sale, you can save it as a quote. This quote can then be downloaded as PDF or directly emailed to the customer.
Have a look at similar frequently asked questions or visit our FAQs page for more information
I am having trouble reformatting the file to be able to upload data. What do I do?
Is it possible to convert a material item into an assembly?
Can we provide reporting access to specific project managers while controlling which reports they can see?
Can I assign a salesperson to a sale?
When doing a stock adjustment, what should I make the cost? Our cost didn’t increase.
