The Quotes Tab list contains all of the quotes created, sorted by the most recent quote at the top. You, or any other administrator, can adjust performance settings to reduce the number of quotes that appear in the list. Additionally, an administrator can choose to block loading until a Load Button is clicked. If you see a Load Button appear, simply click it to view the quotes. From the Command column from you can perform the following action on any quote: View/Save: View the pdf or excel quote, or save it to your hard-drive. Any administrator can control whether quotes are created in Adobe® PDF or Microsoft Excel™ format in the General Tab of the Settings Screen.
Learn more. Edit: Make changes to the quote.
Learn more. Delete: Delete the quote. Send Email: Send the quote to your client via email.
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