348
edits
Changes
From All n One's bxp software Wixi
no edit summary
Most of the fields will fill in automatically from the Prospect/Customer's record. Only the contract Length needs to be specified at this stage. Click on Start Quotation to save your changes and open the new Quotation.
====Expanding the Quotation====
Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details.The edit menu is divided up in to three