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.
- Click Actions in the top right hand corner:
- In the dropdown, click Reports
- In the Download Quote window, use the dropdowns to choose:
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- 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
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- Click Download: