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Commercial Quotation - General

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General Fields:

IDQuotation id.
CreatedDate quotation was created and day of week.
CreatorInitials of creator and name of user.
Survey performedSurvey performed.
When selected, you will be asked if you want to import appointment details for this customer.
From surveyorQuotation is from surveyor.
SurveyorInitials of surveyor and name of surveyor.
Enquiry sourceEnquiry source code and description of enquiry source.
Storage requiredStorage required.
Print signaturePrint signature (see - System Defaults - Stationery).
Create a follow-upCreate a follow-up for this quotation.
PrintedPrinted / Date last printed and day of week.
InvoicedInvoiced / Invoice date of quotation and day of week.
QuestionnaireDate questionnaire was sent and day of week.


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The Printed/Invoiced checkbox's will change once the commercial quotation has been printed/invoiced.


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