Quote Builder
Use this page to create, lookup, print and send Quotes.
Quote Instructions
1) To create a new quote first check if the customer exists.
Quick Links:
Lookup a Customeror
add new Customer
add new Customer
2) After the customer record is confirmed. Add a new Quote from the Quote types to the right
3) If a quote exists Lookup a quote to the right
Click here to Lookup or Add Customer Documents
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Lookup a Quote
Edit, Print or Send a Quote