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