Quotes Toolbar
The Quotes tab on an opportunity workspace contains a toolbar for working with quotes for the opportunity.
Button | Description |
---|---|
Add New | Click this button to add a quote to the opportunity. See Add a Quote to an Opportunity. |
Open | Click this button to open the selected quote. See Edit a Quote. |
Click this button to print the selected quote. See Print a Quote. | |
Copy | Click this button to copy the selected quote. See Copy a Quote. |
Delete | Click this button to delete the selected quote. See Delete a Quote. |
Send | Click this button to send the selected quote to the customer. See Send a Quote to a Customer. |
Options | Click this drop-down list to choose report options. |