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What can I do from a quote detail view.
What can I do from a quote detail view.

Describes the actions you can take from the quote detail view in businessmind software for jewelers.

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

Until a quote is converted to an order it is completely modifiable from the quote detail view.  Below we have listed the  many actions you can take from the quote detail view.

  •  Using the various add options you can add more items to your quote.

  • Using the X icon you can easily remove items from your quote.

  • Clicking the PDF icon will display a pdf of your quote which you can then print or email.

  • The gear icon allows you to select an option to Copy to New Quote which will create a copy of your existing quote.  This is handy if you need to create the same quote for a different client or if you just need to make a slight varation of the existing quote for your client.

  • Once your quote is finalized you can utilize the Convert to Order button to convert your quote into the order.

Please take some time to view these other helpful articles on the quote and order process.
Full quote and order creation process broken down.
How to view your quotes.
How to view your orders.
What can I do from the order detail view.

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