Printing quotations

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You can generate a variety of print forms that can be used while processing a quotation. For example, you can print out a proforma invoice based on a quotation and send it to a customer.

To generate and print out a document based on a quotation:

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 a print form:
   • 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.

   Print options are displayed if they are turned on. Review and change them if required.

5. In the displayed print form, in the Copies field, enter the number of copies to print.
6. Click Print.

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