Setting links and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu.
Select the item type that you would like to link to the Account, select the Relationship then click Add.
Creating document templates from a Quote
Document templates can be created from a Quote record using the Word icon.
You can create as many Quotes as needed for an Opportunity.
It may be that you have sent a Quote to a customer and they have asked you to send two quotes for the same business but for one Quote they would like additional items to be included or excluded.
To speed the process up you could use the Copy Quote functionality from a Quote Record that you have already created.
Delete a Quote
Select delete if you would like to delete the quote from the opportunity.
Email from a Quote
Use this option if you would like to email the Quote Contact from within Gold-Vision.
Reorder Products
Use this option if you want to order product in a custom way or by field
Reset Product Prices
If the product prices have been changed, use this option to rest to default values.
Reset Product Tax
If the product tax has been changed, use this option to rest to default values.
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