Left menu > Sales > Quotes
1. Click on the Sales section in the left-hand side menu.
2. From the options that appear, select Quotes.
3. To download a quote, click on the three-dot icon of the quote you want to download.
4. From the displayed options, select Download.
5. To reverse a quote, click on the three-dot icon of the quotation you want to reactivate.
6. From the displayed options, select Reverse. This option will only be available for quotes that have been rejected.
7. In both cases, a notification will appear indicating that the action has been successfully completed.
8. To import a quote, click on the Import Quote button.
9. A pop-up window will appear, allowing you to attach one or more quotes. Drag or select the documents. Accepted formats are PDF, JPG, and PNG.
10. Once the documents are attached, click on Attach Quote.
11. A window will inform you of the time required for the import process.
12. Once the quotation is imported, it will appear in the Customer Quotes list. Click on the three-dot icon of the imported quotation.
13. From the displayed options, select Process Quote.
14. Review the data extracted during the import and modify anything you consider necessary.
15. To finish, click on Process Quote.
