1. Home
  2. Knowledge Base
  3. Quotations
  4. List of quotations

Access the list of quotations by clicking on the street icon in the main menu and then on Quotations.

Quotations list - Menu

 

 

 

The management of the columns is standard.

To open any quotation, double click on the corresponding row and click the blue arrow beside the Quotation number, or right click (or hold, on the tablet) and select Open.

Quotations list - Open icon

 

 

 

In the case of an optioned quote, display it directly on your Agenda by right clicking (or holding, on the tablet) and selecting Show in Agenda.

Quotations list - Show in agenda

 

 

 

The column Last document, hidden by default, allows you to view for every quotation type and date of the last sent or printed document.

Was this article helpful?

Related Articles