Quote (dealer pricing dialog)

Click the quote button in the main menu to generate a price list or to save changes to your currently open job.
 

Note: a quote must be run in order to save any changes to your job to ensure all data related to this job is current.

In the quote window, you will have the following selections:

Save - saves the current job with revisions.

Create a Purchase Order - generates a multi-page purchase order document in PDF format for the customer to review and sign, including approval drawings of the building. Once the purchase order is created it can still be downloaded later using the Download purchase order button.

Note: Once a P.O. is created, the job cannot be revised unless it is re-opened for quoting.
This menu item will appear in the main menu. The entire job will not need to be started over.

Print - sends the pricing overview to the printer.

Print Preview - preview the print without sending it to the printer.