How To Create a Revision/Quote Package

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.

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