Quote List Reports
There are three reports you can produce from a quote list:
Report |
Explanation |
Email from Quote List |
This allows you to send emails to a group based on products quoted, for example. See Bulk Email from a List for more information. |
Quotes List |
This will produce a list of all quotes within the list |
Quotes List - Detailed |
This will produce a list of all quotes within the list included extra information, such as probability, expiry date, etc. |
Quote Reports
Report |
Explanation |
Quote and Quote (Landscape) |
Produces a quote report including recommended items, optional extras and freight for emailing or printing. |
Quote (BPAY) |
Produces a quote report with BPAY information for emailing and printing. |
Quote Internal |
Produces a quote report for internal use. |
Quote No Recommend |
Produces a quote, less any recommended items. optional extras and freight. |
Quote No Total |
Produces a quote report with pricing, but no total. |
Quote Summary |
Produces a summary of the quote with totals only. |
Further information: