Create a quote document

• 2 minutes to read
 • 2 minutes to read

After you have created the quote and added the products you want, you can create the quote document to send to the customer. This is the "letter" that is sent to the customer. The list of products that are being offered is added when the quote is sent to the customer.

  1. Open an existing quote, or create a new quote.

  2. Click Click to create quote document at the top of the quote or on the Quote section tab.

  3. In the Document dialog, complete the fields with the required information.

  4. Click the Create button to create a new document based on the selected document template.

  5. Type in the document content, and save and close it in the usual way in the program. The document is then displayed on the Activities section tab in the Sale screen (and in the Company and Diary screens).

Tip

There is a list of the variables you can insert into documents you create.

How can I change the quote document?

If you created a quote document for a quote, but want to use another document:

  1. Open the quote.

  2. Click the icon Task button and select Change quote document.

  3. Select the quote document in the list.

    Note

    The list displays all quote documents registered for the active sale.

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