Locating a Quote in the Quote Management Program

Modified on Thu, 29 Aug at 11:03 AM


1. Open the Quote Management Program.


Click the "Search by Quote #" field.




2. Enter the quote number you are looking for and click "Search".




3. Double click the quote tile to open it.




4. **If your quote is not found in the Quote Management program**

Click "General" and open the quote from the Invoicing Program to update the quote status on the quote.




5. Search for the quote number in the Invoicing Program and click the quote number to open it.




6. Click the "Service 2" tab and locate the "Quote Status" drop down menu. Select the appropriate quote status to sync with the Quote Management Program.




7. Click "Save".


Navigate back to the Quote Management Program, with the correct status update the quote will be able to be found for further management.







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