Prima Edge Inc

1. Click on New Record at the top of the page then select Sales Quotation from the drop-down list. 2. Type in the company name and click Search. Click on t...

The Competitor Quote Report can be used to highlight the savings the customer would save, purchasing the item from yourself rather than from their current s...

In your outstanding quote: Go to the header detail tab Tick web quote Select requires customer approval When the customer can see this under the quotes...

You can export products from Sales Quotes, this may be useful if you would like to see a list of products that customers are potentially buying.  To do ...