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.
- Click Option B
- Click 'Create Quote'
The quote will be converted and you'll end up on the quoting screen.