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Printing Quotes in Sales Handheld
Once the customer has expressed significant interest, it is often appropriate to present a hard copy quote.
To print a quote
- Navigate to the Quotes screen.
The My Quotes list appears.
- In the My Quotes list, select the quote containing the line items that will be printed.
- From the Show drop-down list, select Quote Items.
- Align the infrared ports on the handheld device and the printer.
- In the parent Quotes form, tap the Print button.