Quotes for a Vehicle

1. Open the vehicle (see Search for Vehicle) and click Sales → Quotes in the vehicle menu. If you can’t see it, use the arrow at the right end of the menu to scroll.
2. You’ll see every quote for the vehicle with its amount, date, expiry date and status. Click a quote number to open it.
3. Click Create New Quote to quote for this vehicle. You can also click Quote under Quick actions on the vehicle page.
   

Step-by-step guides

These screens work in the same way as the main Quotes pages, so the full guides apply:

• Add New Quote | Create Quote
• Send Quote to Customer
• Convert Quote to Invoice
• Edit Quote
• Delete Quote

All guides: Quotes

Feature Vehicle records: see what it does and how it fits your workshop.