Converting your Scratchpad Option to a Quote

The following article will guide you through the process of converting your scratchpad option to a formal quotation.

After you have formulated your Scratchpad options and presented them to your client, the succeeding option will need to be converted to a formal quotation.

 

To create a Quote from a Scratchpad Option, open the Option's menu by clicking the colourful area next to the quotation.

 

In the example below, we will be using Option B. 

scratchpaddifferent

  1. Click Option B
    clickoptionbscratchpad
  2. Click 'Create Quote'
    createquotefromscratchpad
  3. The quote will be converted and you'll end up on the quoting screen.