Submitting a quote
OverviewThis article explains when to use submitting a quote, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part
Overview
This article explains when to use submitting a quote, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Submitting a quote sits within Work / Quotes. It is designed to work alongside related articles such as Confirming a quote, Creating a quote, Editing a quote, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Delete, Decline Quote, Print, Send Quote, Confirm Quote.
Important fields
- Pricing Type: Choose the option that best matches the current record.
- Duration (Hours): Complete this value carefully before you save.
- Duration (Minutes): Complete this value carefully before you save.
- People: Complete this value carefully before you save.
- Validation: Service Prices: Required. One or more values can be supplied. Minimum 1 characters.