Send quotation to the customer for approval

You can send a project rental quotation to the customer for approval.

When the quotation is ready, to post the quotation journal, click Quotation. Print the quotation if needed.

After posting, the system creates a project rental quotation journal.

Steps

1. Go to Rental order management > Project rental quotations > Project rental quotations.

2. In the list find and selected the desired rental project quotation.

3. On the Action Pane, click Quote.

4. Click Quotation.

5. Click OK.