Quote

1. Create quote

Create charges that need to be included in the quote. Please see create charges for more info.

Click on Create Quote button

Select a customer and click on Create and Send Quote button

2. View quote and quote history

Click on the View Quote button

Click on the quote to view

3. Update quote

Create new charges to be included in the quote.

Search for the quote then add/remove charges

Click on Update and Send Quote button