Quote (section tab in Sale)
In the Quote section tab at the bottom of the Sale screen, you can display existing quotes or create new ones. The available options depend on whether the sale has a quote.
Sale without an existing quote
Create a new quote: Used to create a quote for this sale.
Copy quote from another sale: Used to use an existing quote as the basis for a new quote.
Sale with an existing quote
Click to create quote document: See Create a quote document.
Alternatives: If the quote contains one or more alternatives, you can choose one from the list at the top of the Quote section tab. The 
/
icons at the bottom of the list indicate if the selected alternative is the favorite alternative.
On the right of the Quote section tab are the version, quote number and status (for example, Draft or Sold). Click Open to edit the quote.
| Icon | State | |
|---|---|---|
 |
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Draft / Draft – not calculated |
 |
Needs Approval | |
 |
 |
Approved / Not Approved |
 |
Sent | |
 |
Sent – Expired | |
 |
 |
Sold / Lost |
 |
Ordered | |
 |
Archived |
The product list: If products were added to the quote, they are shown in the list. At the bottom of the list, the total price of the products in it is displayed.
Export: Used to export the product list to a spreadsheet.