Printing a QuoteFollow 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
To know more about Quotes, click
here.