Sales Quotes Tutorial Videos

View Sales Quotes

Sales Quotes: Nominal Costs

After you import quotes or create quotes in Unleashed, you can use the View Quotes page to view and manage your quotes.

Viewing Quotes

• Go to Sales | Quotes | View Quotes.
• The list of quotes is displayed. You can filter by Quote Status, Quote Number, Customer or Warehouse fields.
• To export the existing quote details, click Export. You can choose to export as PDF, CSV, XLSX, or XLS.
• To add a new quote, click Add Quote. For more information, see Add new quote.
• You can use the action cog to perform functions at line level:
  • Edit
  • Email 
  • Print
  • Clone: For more information, see Clone Sales Quote.