Article

Viewing a Saved Quote

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  1. Search by Quote #, Customer Name or Vehicle.

  2. Select a quote from the list of saved quotes.

  3. When the quote displays, you can select:

  1. Print (printer icon) to view a printable PDF.

  2. Email (envelope icon) to email the quote as a PDF attachment.   

  3. Edit (pencil icon) to make changes, or resend an email.

  4. Delete (trash can icon) to delete the quote.

  5. Information (i icon) to view additional Total details.

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