How do I enable the Quote feature?

  • Updated

In order to create bookings as Quotes, you first need to enable the feature in your account Settings.

To enable, go to Settings - Configuration - Orders.

On the Order Action tab, you have two options for Quotes:

Enable_Quotes_and_Pending_Orders.png

  • Actions - Save as Quote: This will allow you to save any booking you create in the system as a Quote through the Actions tab at the bottom of the booking page.

Action_-_Save_as_Quote.png

  • Top Menu - New Quote: This will allow you to use the + icon at the top right of the system to create a New Quote.

New_Order_-_Top_Menu.png

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