How to Write Description of an Item in a Quote?

To write a description of an item in a quote:

  1. In the left Navigational Column, click the Sales tab and select Quotes.

  2. Under the Search Quotes section, all the quotes are listed.

    Item-Description-Quote

  3. Under the Quote ID column, click the Quote ID to see the details of a quote.

  4. In the Quotes page, under the Item section, click the Edit button to edit the items.

    Item-Description-Quote

    Note: You can only edit a quote that is in the pending state.

  5. In the Quotes page, under the Item section, enter the description of items under the Description column.

    Item-Description-Quote

Creating Quotes

Viewing Quotes

Creating Items

Importing Items

Editing Items

Viewing Items