Sales - Quote Section

With Sales, you have a Quote Section, this is enabled by Sales Type more info in this article Sales Type . When you will have enabled the Quotes in the sale type, the Quote Tab will appear in the 2nd sections on the sale

Quote Section - Edit Mode

1. The Quote Tab, this is display if the Sales Type has Quote Enabled
2. Custom Change fields for Quote related fields, you can hide them if neeed
3. Quote Date, this is created from the new sale, you can change this if needed
4. Quote Valid Date, Expiry date, we have alerts if you need this
5. Days open, this is related to the Quote Status open
6. Sales Comments, which go on reports or list views
7. Actual Quote close Date : - When the Quote is close it will mark the date
8. Comments on the Sale
9. Other Sales Comments: Connected to MYOB comments
10. Footer, this can be design
11. Settings for Quotes
    1. Customise Columns on the lines
    2. Enable Groups
    3. Customise Footers
12. Include Tax or not include Tax
13. Quote Sales Status
    1. Estimate
    2. Drift
    3. Current
    4. Won
    5. Lost
    6. Inactive
    7. Aboundoned

Quote View Mode

1. Actions: They are displayed in View Mode
   1. Create Order (If Order is Enabled)
   2. Create Job i(if Job is Enabled)
   3. Create Invoice ( if Invoice from Quote is Enabled)
   4. Quote Signature
2. Quote Fields
3. Quote lines
4. Sale Actions
   1. Tasks on a Sale
   2. Timeline of Changes : makes time on the sale
   3. Attachments on the sale
   4. Post on the sale
5. Email and Print Action

Quote line Actions

1. Add a Single Line
2. Add a header Line
3. Add Bulk Lines
4. Add Bundles : More info on Bundles
5. Display Tax or display Exclusive Tax