Displaying Quote Details

Here's how to see quote details using the Quotes list.

1. Tap Side Menu and then tap Quotes to display the following:

   • The Quotes list and details for the selected quote in the main pane.

   • A list in the side pane in which you can select the related items for quotes.

2. Tap a quote in the Quotes list.

   All details for the selected quote appear after the list in the main pane.

3. To view the related items for the selected quote, tap the following names in the list in the side pane:

   • Line Items. Shows the quote item information for the quote. For more information, see Change Line Item Information on a Quote.

   • Orders. Shows the order information for the quote. For more information, see Change Order Information on a Quote and Convert a Quote to an Order.

   • Quote Team. Shows the quote team information for the quote. For more information, see Change Quote Team Information.