Quotes
Quotes are printed estimates for a possible sale that can be presented
to either a new prospect or recorded customer. You can also set up expiration
dates for entered quotes
When you print or save a sales quote, you do not actually update accounting information. The sale is recorded and accounting information updated when you convert the quote to a sales invoice.
Learn More
Are
you entering a standard quote for products or a quote for services?
Did
you know you can customize this window, hiding fields you don't use?
Is
this a quote you send on a regular basis?
Converting
a quote to a sales order or invoice
Using the Track It panel
You can use the Track It panel to update the tracking status of a quote (pending, expired, etc.), including assigning it to a specific user or all users that have a specific role in your company.