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14.47 How to create a Quote within an ongoing Project

Apr/4/2007


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Creating a Quote within a Project is done through the Quotes section within Projects. Clicking the Quotes Icon  will open the screen to create a Quote. It is important to note that when a Quote is created it will be listed and accessible through the Customers file that the Project is associated with.

On the main screen you see below click the New Quote icon  and you will be directed to the Quotes screen to specify the details of the Quote. Save your changes and check the Complete box if the Quote is complete.

 


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