How to Generate and Print Quotation Documents?

Once you complete all the necessary information in your quotation files, please refer to the following steps to generate your quotation documents.

1. Click Preview & Email to generate the Quotation document.

1. Select Group by Route to display the Total Amount by different routes.

1. Select Group by Category to show information by section.

1. Click the icons for Download PDF, Print, or Send Email to generate the quotation, print it, or send it via email.

For a visual guide on this feature, please refer to the following videos:

• Quotation - Interface & Useful Tools
• Quotation - Create New Quotation
• Quotation - Print Quotation Form