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Quote Preview Functionality
Quote Preview Functionality
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

The Quote Preview feature will allow you to preview the Quote prior to creating it, ensuring all the details are correct. To use this feature, click on Preview Quote after you've added the customer's details and all required items, etc to preview the Web View of the Quote:

To preview the Quote PDF click on the Preview PDF icon:

If you’d like to bypass the Quote Preview functionality, click the Publish Quote button as shown in the screenshot below which will create the Quote, and direct you back to the Quotes tab to view/edit/email the Quote accordingly:

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