Printing quotations

<< Prev   Next >>

You can generate a quotation print form. This can be useful if you want to print out a quotation (or proforma invoice based on a quotation) and send it to a customer.

To generate a quotation print form:

1. Go to Sales.
2. Under Sales, click Quotations.
3. Do one of the following:
   • To generate a print form of a single quotation, double-click a quotation.
   • To generate print forms of multiple quotations at once, select them while holding down Ctrl or Shift. If the Kanban board is shown, switch to the list view first. To do this, in the top right corner of the Kanban board, click .
4. Click Print and select which print form you need, one of the following:
   • Quotation. Contains a single quotation variant. If a quotation is multi-variant, only the variant marked as preferred is included in the print form. For details on quotation variants, see Using quotation variants.
   • Quotation (all variants). Contains all quotation variants.
   • Proforma invoice. A proforma invoice based on a single quotation variant. If a quotation is multi-variant, only the variant marked as preferred is included in the proforma invoice print form.
   • Proforma invoice (all variants). A proforma invoice based on all quotation variants.

<< Prev   Next >>