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Saving and Printing Quotes |
  
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Saving and Printing Quotes |
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To print or save Client Quote as an RTF document, first apply changes made to this quote by clicking Apply button. Once the quote has been saved in database, RTF template controls for it will become active.
Use RTF Templates drop-down list to select the template which must be used for printing or saving this client quote in RTF file. Click Save, Save & Open or Print button to save or print this client quote.
Note: You can choose to save the output file in RTF, DOC or PDF format by selecting this format in Save As window with the help of Save as type drop-down list.
To edit templates for quotes, on Settings menu click Current user and select Templates. Templates for client quotes are located at D:\BusinessServer\Templates\CLIENTS\Quotes\ folder.