The Print button on the main toolbar (progress mode) prints the quotation. Note the quote has to be saved to see and use the Print button. The print out is the same regardless of whether the quote is at quote stage or sales order stage. The document that you print will define the title, e.g. Quotation, Estimate, Contract, Acknowledgement etc.
This article covers:
Print a quote
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Open your quote or order.
- Click the main Print icon on the bottom toolbar:
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You can right-click Print to skip straight to a print preview
OR
Click Print to have an opportunity to alter layout or pick your printer and preview from there:
Alter Layout allows you to change the layout like product grouping, show sub-totals or hiding items.
For full information on how to customise your quote, read Altering quote layout. - When you click print you will be taken to a screen to preview it, print immediately, create a PDF or email as a PDF:
Printing other order related documents
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Open your quote or order.
- Click the arrow next to the Print icon on the bottom toolbar:
- Select the document you want to print.
You will be taken to a screen to preview it, print immediately, create a PDF or email as a PDF:
Click to read more about each document:
| Quotation | Prints the main quotation and allows you to change layout settings |
| Preview Quotation | Shows the preview immediately without showing layout settings |
| Acknowledgement | Similar to quotation but can include signature lines and terms and conditions |
| Product Images | Select from a list of products to print their images and specification sheets |
| Item Labels | Print item labels for each product (Requires separate purchase of Zebra LP2844 printer) |
| Fitters Item List | Paperwork for the installation job, listing all products to be fitted |
| Fitters Summary | Paperwork for the fitting/installation job., An overview of fitting required (not product-specific like the Fitters Item List). |
| Factory Order | Available for manufacturing customers. This document lists all products, dimensions and production stages which can be checked off. |