You will normally mark a quote or estimate as sent immediately before you actually send it out.
Marking a quote or estimate as sent does not actually send it to the client, but simply shows it as Sent:
- in the quote manager screen Sent column, and
- in the quote's or estimate's History tab.
This makes it easy to see which quotes or estimates have been sent out. You can also unmark a quote or estimate as sent, if was marked as sent in error.
To mark (or unmark) a quote or estimate as sent:
- In the Business menu, select Quotes.
- Select the All Quotes tab.
- (optional) Click the Filter button (at right of screen) and select one or more filtersA filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. .
- On the Quote Manager screen, drill down on the quote number of the quote or estimate that you wish to mark as sent.
- Do one of the following:
- Select Options > Mark as sent.
- Select Options > Unmark as sent.
The history for the selected quote or estimate is updated and the
flag added (or removed) from the Sent column.