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9.4. Creating a quote
To generate a quote your chargeable activity item (value greater than £0.00) must have the "Status" set to "Quote", Payment Type set to "Quote" and Accounts Status set to "To Quote".
Available items with appropriate values will then be shown in the "To Quote" section. Select appropriate items then click "Quote".
Your new quote window will be displayed. Update values as needed making sure to select the correct quote "Template" and then click "Submit".
Your new quote will be allocated a unique reference and logged in the "Previous Quotes" section.
To generate a PDF copy of the quote choose the "Print PDF" option.
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