Quote History
The quote history tab within the customer central
Last updated
The quote history tab within the customer central
Last updated
The quote History in the Customer Central tab give you the overview of the history of quotes for the selected customer, whether they have been ordered, lost and a shortcut to view and open the quote to view.
Selecting the quote number in this table will open the quote and the details for you to look over further or edit if required.
You also have the option in this tab to Archive any older quotes that you do not wish to see in the customers history any more for example if it was just a duplicated quote for a differing material quote on a project and will not be required again.
