FAQs in this section
How can I share a quote?
How can I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How can I create a quote from a deal?
How can I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How can I generate a sales order from a quote?
How can I generate a purchase order (PO) from a quote?
How can I generate an invoice from a quote?
How can I generate a subscription from a quote?
Can I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I convert a quote into an invoice?

How can I print a quote?

Follow these steps to print the details of a quote:
  1. Click the Sales tab.
  2. Select the Quotes module.
  3. Select a quote.
  4. Click more (three dots) beside the quote name.
  5. Click the Print button to print or export quote details.
  6. Select any one of the below options:
  • Edit & Export to edit the template and export the quotes' information
  • Email with PDF to send the quote details as a link through email
  • Print to get a hard copy of the quote
  • Save as PDF to save the quote in your system
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