FAQs in this section
How do I share a quote?
How do I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How do I create a quote from a deal?
How do 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 do I generate a sales order from a quote?
How do I generate a purchase order (PO) from a quote?
How do I generate an invoice from a quote?
How do I generate a subscription from a quote?
How do 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?
Can I add multiple items in a purchase order or sales order from a quote?
What should I do if a custom font is not displaying in my quote?
How do I print a quote?
Table of Contents
Printing a Quote
Follow these steps to print the details of a quote:
Follow these steps to print the details of a quote:
- Log in to your CRM account.
- Click the Main Menu.
- Click Sales.
- Select Quotes.
- Select the required quote.
- Click the More icon in the top-right corner.
- Click the Print button to print or export quote details.
- 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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