Quote Actions
QUOTE ACTIONS
From the Quote Actions menu, you can Duplicate the current Quote, Delete the Quote, or Create a Revision of the Quote.
Quote Actions drop list in the upper right-hand corner of the Quote view.
Duplicate Quote. Duplicating creates a new quote as a copy of the original. If price adjustments have occurred, pricing for products will updated from the date of copy. Also, the expiration date is re-established as 30-days from the new quote being created.
Deleting Quote. Deleting the quote will prompt a confirmation message and return you to the Quote dashboard.
Delete Quote confirmation message.
Create Revision. Creating a Revision will create a new quote as a copy of the original, but with an association from the original to all subsequent revisions. A Revision drop list will be displayed, allowing you to navigate from different revisions of the quote, before deciding on which version checkout with. Quote Revisions are also treated as new quotes with respect to product pricing and quote expiration date.
Quote Revision drop list to navigate between revisions.
As your adding products to a quote, you may be interested in miscellaneous information related to the product. The Using the ellipsis in the quote line, the View Product Details option will display several items.
Ellipsis in product records reveal View Product Details and Delete Product options.
Quote View with the View Product Details option selected.
Illustration. An illustration of the product is displayed for context to the product selection, providing validation for the type of product being selected.
Illustration of the FST-1A-1000 product.
Description. A description of the selected product is provided, which aligns with the marketing website and supporting documents, data sheets, etc.
Description of the FST-1A-1000 product.
Additional Resources. Direct links are available from the View Product Details to directly download additional resources such as product data sheets and installation instructions.
Additional Resources for the FST-1A-1000 product (download links to Data Sheet and Installation Instructions).
If you have any questions or need application support, please reach out to us at support@vibro-acoustics.com.