Learn how to efficiently navigate the QuoteAnywhere interface to mark estimates as sent and organize new quote packages. This guide provides a clear walkthrough for managing your sales documentation and preparing packages for client delivery.
1. Click "View Estimate" for the specific project you want to manage.
2. Click "Manage" to open the quote package settings.
3. Click "Mark as Sent"
4. Click "OK" to confirm marking the quote as sent and lock it for further modifications.
5. Click "Manage" again to access revision options.
6. Click "New Quote Package"
7. Select an existing Quote Package from the list and click "Add" to create the new revision.
8. If there are multiple revisions or a specific revision to revert back to, use the "Sync to Workspace" & "Set as Active" button. This will replace the current quote package and sync the selected quote package to active.
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