Quote/Estimate Actions Menu

The Actions button allows you to create an Invoice, Sales Order, duplicate quote, delete the quote, view status history and see who modified the Quote and when.

  • Create Invoice when the customer accepted the Quote/Estimate and wants to process their order and pickup.
  • Create Sales Order is used when the customer has accepted the Quote/Estimate and wants to proceed with placing their order.
  • Duplicate Quote would be used if you set an expiration date on the Quote/Estimate and the customer came back after that date and wanted to start the process again.
  • View Status History details when the Quote/Estimate was faxed, printed, or emailed.
  • View Quote History details every time the Quote/Estimate is changed, how it was changed, who changed it, and when.
  • Void Quote to void this transaction.
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