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Adding the Reference document in a Quotation and Printing It

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Adding the reference document in a quotation helps you link the quotation to an external reference, making it easier to track documents and review them in the future.

Adding the Ref.doc in a Quotation and Printing It

  • Go to the Sales module.
  • Open the "Quotes" page.
  • Click on "Add New Quote".
  • Add the customer's name.
  • Enter the Ref.doc.
  • Complete the quotation.
  • Click on "Save".
Adding the Ref.doc in a Quotation and Printing It — Click on "Save".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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