Use the Consult Quotes section in your account to find specific Quotes. Consult Quotes also allows you to delete, edit, and preview Quotes, as well as send by email and convert a Quote into an Invoice.
To review your Quotes and search for specific Quotes, use the below steps:
- Click on the Quotes section
- Then click on the Consult Quotes sub-section underneath.
From here, you can customize your search with the following filters:
- Date - Choose the specific Month and Year
- Business Name - Enter in a specific Customer’s Company Name
- RFC - Enter a specific RFC
- Look For - Click on the Look For button to apply your filters and search across your Quotes
List of Quotes
On your list of Quotes, you can do the following actions:
- Delete - Click on the X icon to delete the Quote
- Edit - Click on the pencil icon to edit the Quote
- Send Quote - Click on the paper plane icon to send the Quote by email
Specify the Email, and additional Emails in the CC field if needed, as well as customize the Subject and Message - Preview Quote - Click on the magnifying glass icon to preview the Quote
- While previewing, click Download to save it as a PDF file to your computer
- Invoice - Convert the Quote into an Invoice
- Once converted, the Quote on the list will reflect the Invoice Number with a link to the converted Invoice, and the Quote will no longer be available to delete or edit
- Once converted, the Quote on the list will reflect the Invoice Number with a link to the converted Invoice, and the Quote will no longer be available to delete or edit