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====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 threetabs: Quotation Details - Primary info and details Products/Services - Items included in the Quote External Viewer Details - Info displayed to client. The Quotation Details tab is where the client details and contract information is stored. Here you can change the status of the Quote and the duration of the proposed contract. The client information is static and pulled directly from the Client record and the total recurring and once-off prices are calculated automatically based on the contents of the Products/Services tab. Under External Viewer Details you can view the external record ID and external access pin for the Quote. These fields are automatically generated by the system when the Quote is started and cannot be changed. They can be used to share the details of a Quote with a client or other party that does not have direct access to the system. You can also change the body of the email that will be sent to the client and the record notes under this tab. ====Adding Items to the Quotation====