QuoteCQ: How to download a completed Quote

Now that you've published the quote, the next step would be to download the quote in order to send to your customer.

 
  1. Click Actions in the top right hand corner:
  2. In the dropdown, click Reports
  3. In the Download Quote window, use the dropdowns to choose:
      • Report: Current Assembly, All Assemblies, Summary, or Overhead
      • Template: Standard or Quote Package
      • Quote Detail: Summary or DetailedFormat: PDF or Excel
      • Exception Report: Include or Exclude
  4.  Click Download: