Manage and View QuotesFollow
After you import quotes or create quotes in Unleashed, you can use the View Quotes page to view and manage your 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:
- Clone: For more information, see Clone Sales Quote.