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.
In this article, we’ll show you the steps for this.
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".
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.