Quote list reports
There are three reports produce from a quote list.
Report |
Explanation |
|---|---|
Email from quote list |
This allows sending emails to a group based on products quoted, for example. See Bulk Email from a List for more information. |
Quotes List and Quote 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 including extra information, such as probability, expiry date, etc. |
Quote reports
Report |
Explanation |
|---|---|
Quote and Quote (Landscape) |
Produces a quote report including 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 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. |