Quotes Explained

In our Order Processing Management system, you can create quotations for your customers. Here is a quick guide on where to do this.

STEP 1: From your Dashboard, click on 'Quotes' under the 'Projects' drop down menu.

 STEP 2: Click on the Quote Number you want on the Quotes Overview page.

STEP 3: From your build a quote screen you can now edit your quote.

STEP 4:  After editing, you have several several options to move forward with the quote by hovering over the 'Next' button.

If you would like to know more about creating a quotation in Spectrum, you can watch this step by step tutorial video: Creating a Quotation