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Documents

Related Job/Project documents can be stored into ISQuote.  You can choose to store a document directly related to a Job or Project in the Notes section of the Job screen or you can choose to store a generic document under the Documents tab.  (This is useful if you want to include a sale flyer or basic informational attachment to an e-mailed quote.) 

Note:  Documents can only be attached to e-mailed quotes.


 

See also

Welcome
About ISQuote
Company/Office Site Settings
Getting Started
Jobs, Quotes and Approvals
Items
Pricing
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Mfgs & Competitive Mfgs
Reports
FAQ & Customer Support