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Main Page > Guides > User Guides > Customers Module > Generating A Quotation

Generating A Quotation

The quote can be generated at any time by pressing the option button at the top right of the quote summary screen and then selecting “View Quote”.

Screen: View Quote Screen

This will generate the quotation and display it on the screen. You can then choose to print or email the quote if you wish. Both print and email capabilities are accessible from the top right of the screen while you are viewing the quotation.

Previous - Quotation Summary

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