+1 (408) 320-0380


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

Quote can be created from existing Opportunity. Each Quote can be converted to Sales Order and Invoice.

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.

You are able to create multiple custom  templates, which include your custom fields and fit your company design.

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.