Use Comments to Track Quote Progress

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All statuses will open a new line in the Comment grid where the user should add an appropriate comment on why the status has changed.

 

new comment

 

Users should be encouraged to enter a new comment when customer contact is made, and to add useful information for the quote record.

 

The Comment grid text only appears on the Quote Internal Report – but can be reported on, and searched.

 

The comments within the grid cannot be reordered.

 

How to

Add a Document to a Quote

Add a Quote

Add Stock to a Quote

Create a Job from a Quote

Create a Quote from a Previous or Similar Quote

Create a Template for Recurring Quotes

Create a quote list

Personalise Quotes

Print a Quote

Use comments to Track the Progress of a Quote

View or Edit a Quote