Quotations
Create quotations and manage their line items/status.
Where to find it
Admin → Quotations.
How to use it
- Create a new quotation for the correct customer/site/job context.
- Open the quotation and add lines.
- Review quantities, pricing and description.
- Update quotation status through the configured workflow.
- Use the print/customer workflow where required.
Important notes
Customer responses should be recorded through the supported portal/commercial workflow where enabled.