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Manage and View Quotes

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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 StatusQuote 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.
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