Working with quotes and estimates
The following options are available when you are on the quote or estimate information screen.
- About working with quotes and estimates
- Accept a quote or estimate
- Apply additional templates to a quote or estimate
- Change a quote to an estimate (or an estimate to a quote)
- Add optional costs to a quote or estimate
- Create a lead from a quote or estimate
- Decline a quote or estimate
- Delete a quote or estimate
- Mark or unmark a quote or estimate as sent
- Print, email, or export quotes and estimates