Mark or unmark a quote or estimate as sent

Mark as sent

You will normally mark a quote or estimate as sent immediately before you actually send it out.

Marking a quote or estimate as sent does not actually send it to the client, but simply shows it as Sent in the History tab of the Quote Manager screen. This makes it easy to see which estimates have been sent out.

You can mark a quote or an estimate as sent only after it has been issued.

To mark a quote or estimate as sent:

1. In the Business menu, select Quotes.
2. If required, select the down-arrow to the right of the page title and select the required  filter A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. .
3. Select the Issued or Expired tab.
4. In the Quote Manager screen, click the quote/estimate that you wish to mark as sent.
5. Select Options > Mark as sent. The selected quote/estimate is marked as sent.

Mark as unsent

Once a quote or estimate has been marked as sent, you will normally send it to the client contact by email.

However, you may decide not to send it immediately, in which case you can mark it as Unsent (in the History tab of the Quote Manager screen) until you are ready to send it.

To unmark a quote or estimate as sent:

1. In the Business menu, select Quotes.
2. If required, select the down-arrow to the right of the page title and select the required  filter A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. .
3. Select the Issued or Expired tab.
4. In the Quote Manager screen, click on the quote/estimate that you wish to unmark as sent.
5. Select Options > Unmark as sent. The selected quote/estimate is unmarked as sent.