How To Create a Revision/Quote Package

WeSuite

September 30, 2020 16:26

This is a quick article to show how to create a revision within WeEstimate.

1. Go to the Document Screen

2. Create a New Quote Package

3. Generate the document

4. Flag As Sent

Creating a revision in the document screen will:

1. Take a screen snap in the background of the job information

2. Have a document revision available to view

3. Display on the Dashboard

NOTE: Users may not be able to Flag a Quote Package as Sent if an Approval System is configured to prevent the Print/Export of documents.