Sending a Quote

Previous  Top  Next

 

To send or re-send a Quote to the associated buying organisation:

 

Do-it Click DocumentSend

 

If this is the first time the document has been sent (the status will be invoice_summary_sent_status) you will be greeted with the following page:

 

quote_edit_send

 

To confirm the sending of the document:

 

Do-it Click DocumentSend or

 

Do-it to abort click back and go back to the previous page

 

Note: If you check the "In future, skip this confirmation stage for sending Quotes" box, you will no longer be presented with this page in which you confirm your request to send a quote.

 

Re-sending a document

 

It is possible to send a sent Quote again.  You should do this only when the buying organisation requests it.

If you have previously sent a quote the confirmation page will appear as below:

 

quote_detail_resend

 

To confirm the re-sending of the document:

 

Do-it Click DocumentSend or

 

Do-it to abort click back and go back to the previous page