An example of the Quote Level Documents section of the Quote Documents Page is displayed below. There are two documents typically associated with a quote. For Information, click on the sections below.
Cover Letter
The Cover Letter is where a user introduces the quote to a customer.
By clicking on the document icon to the right (
),
a user will have access to the Cover Letter template which will launch
in the area that displays the Quote
Documents Status Page. In the template, the user is able to modify
the cover letter to customize it according to the quote and customer.
See Generating
a Cover Letter for more details.
Once the cover letter is generated, it can be viewed by clicking the
PDF icon to the left (
).
Terms and Conditions
The Terms and Conditions document is where a user is able to present
to the customer the terms and conditions of sale. By
clicking on the document icon to the right (), a user will have access to the Terms and
Conditions dialogue which will launch in the area that displays the Quote Documents Status Page.
This is the same dialogue as attaching a document.
See the Attaching
Documents page for more information.
Once the Terms and Conditions document is generated, it can be viewed
by clicking the PDF icon to the left ().
Attach New Document
A user can attach an external document to the quote by clicking the
Attach New Document icon button (
). This is useful for technical information
or accessory items that need to be included with the quote. See
the Attaching Documents page for
more information.