App Quote Requests User Guide

App Quote Requests User Guide

1. Accessing the Quote Requests : Navigate to Leads by clicking on the four boxes icon on the bottom right of your screen. Select Quote Requests.

2. Click on the job name to view it’s specific quote requests: 



3. Click on the dropdown button below the quote request to view the suppliers who sent their quotes. Select and click on the three dots to either accept, decline, or print their quote. 




4. Suppliers and subcontractors can also add their comments and you can also add yours by navigating to the comments tab: 






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