Printing Quotes and Estimates

You can look up an existing quote or estimate and generate a hard copy.

To print an existing quote or estimate

1. Retrieve the customer’s quote or estimate. For more information, see Retrieving Quotes & Estimates.

2. Update the quote or estimate, if needed. For more information, see Updating Quotes and Estimates.

3. Define which quote or inspection areas and items you want to include on the printout by selecting the applicable check boxes in the Incl column. In some cases, you might have a both a quote and an estimate on the same printout.

4. Click Print. The Report Window opens and displays a copy of the quote or estimate.

5. Print the quote and close the Report Window.