Viewing the details of an existing quote is important for managing your sales funnel. The "Details" function allows you to have a complete overview of a Quote that has previously been saved as a Draft or Issued.
WorkGuru's "Details" feature allows you to review the entire quote at a glance.
To view the "Details" of a Quote, you will need to start by going to your Quote Dashboard (see - Quote Dashboard).
From the Quote Dashboard, you can locate a quote quickly by scrolling through the list of quotes presented the bottom of the page.
Once you have found the the quote you wish to view, simply select "Details" option as seen below.
Once you have selected the "Details" icon, you will have a complete overview of the desired quote.