Quotes

Navigation:  Xpert-Timer Manual > Client management > Client details >

Quotes

Previous pageReturn to chapter overviewNext page

In this dialog you can find all your quotes listed. You can double click an entry to edit it. You should not change the quote after is has been printed. You can find the print date in the column "Printed on".

Use the status to keep an overview of your quotes. You can sort the list by clicking on the column header.

kunden_angebote

You can filter and group your quotes with all the common filter and grouping options. Once you've filtered everything the way you need,you can save the view, to easily set the filter and grouping settings again.

If you right-click on an entry you have even more functions available. You can for example create your project structure from the quote or print an order confirmation. The text for the order confirmation can be edited and set in the configuration of Xpert-Timer.

kunden_angebote_rechtsklick

Please find further details in the chapter "Quotes".