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Quotes (and Invoices)

Quotes feature is available in Advanced Pack extension. Quotes are specific group of products or services with their quantities and prices that you quote to your customers.

Printing to PDF

Quotes can be printed to PDF. This action is available in dropdown next to Edit button on the quote’s detail view. Then you will be prompted to select a template.

Sending in Email

Quote PDF can be send in email as an attachment. Open quote record, click dropdown next to Edit button and the click Email PDF.


For more detail information about using Quotes see documentation.