Issuing a Quote is the process of marking that a draft quote has been "issued" or sent to the client.


To Issue a quote:

  1. Access the quote dashboard from the menu by click on Sales -> Quotes
  2. Click on the Draft tab to access the list of draft quotes.
  3. Click on the Quote Number of the quote you want to issue.
  4. At the bottom of the quote detail page, click Issue Quote and then Print Quote to send to the client via download or email.
  5. The quote will now display under the Issued tab on the quote dashboard.