Generate a Sales Quote
The following steps describes how to generate a sales quote.
1. Open up the Functions Booking record.
2. On top of the form you will see quick action links: Copy Booking, View sales quote, View run sheet, and View Invoice in Xero (if you have Xero enabled).
3. Click on View sales quote to generate the sales quote.
4. You can then print the page directly or click the Export PDF button to save the report in PDF format.