How to view a quote

Step 1.

Go to Quotes under the Quotes tab to view, edit, clone or delete the quote.

If you want to see a filtered view, click the Settings icon or Advanced and customise your filter.

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Step 2.

Hover your mouse over the I icon to show quote description.

Click the binoculars icon to view the quote.

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Step 3.

Click the More details to view more details of this quote.

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Step 4.

Only quotes with a draft status can be edited. (If you want to edit a quote with another status it will first have to be switched to the draft status.)

You can change the status by clicking on the status at the top right. This will allow you to change the status to Draft, Pending or Rejected. A quote can only be changed to Won by accepting the quote.

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Step 5.

Click Edit icon to edit this quote.

Click Print icon to print this quote console screen.

Click Generate quote icon to generate the quote, you can either download or email directly to the customer from within Tidy.

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Step 6.

Tidy includes three predefined templates. You can also upload custom document templates in Templates under Global settings, the type is Project Quote.

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Step 7.

Documents can be downloaded in PDF or MS Word format. If you download them in Word format you can open them in Word to make changes to the presentation before sending to your customer.

Emailed documents are only in PDF format.

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Step 8.

Click the Expand all button to view all the sections in this quote.

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Step 9.

Opportunity - view and edit the likelihood of winning the quote, and the stage the in the sales process the quote is currently in.

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Step 10.

Milestones - view the milestones in this quote.

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Step 11.

Tasks - view the tasks in this quote.

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Step 12.

Documents - if enabled, documents which have been added to the Dropbox folder linked to this Quote will be listed here.

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Step 13.

Notes - a list of notes for internal use about the Quote. Notes can be filtered using the controls at the top. New notes can be added and existing notes can be edited.

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Step 14.

Click More details to detailed financial information.

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