Print a Quote
Previous Top Next

1.   Select Gx CRM from the toolbar. 
2.   Select Contact Details from the menu. 
3.   Select the required customer or prospect. 
4.   Click Place Order in the toolbar and then select Open Quotations.
5.   Quotation No - select the quote from the drop-down menu. 
6.   Click the Print button, you will be asked if you wish to Include Product Images, selecting yes will produce a PDF document containing the product images, clicking on no will produce the standard quotation form. 
7.   The next prompt will ask if you wish to Sort By Product Group, selecting yes will group the products on the form by product group.  Please note that this option is not available by default, please contact support if you wish to use this option. 
8.   Next you will be asked if you wish to Include Product Codes on the printed document, selecting no will either remove the product code column or leave it empty depending on whether the print is a PDF document or not. 
9.   If you wish to print a version of the Quote that contains cost and profit information click the Print Reps Copy button. 
10.   Select the required printer option.
11.   Click Ok.