How do I create a Quote within a Request?
Select any request within which you want to create a Quote.
At the right side you will see Add Action dropdown. Select it.
Select Create a Quote from the drop down.
Now you will see Add Quote popup with the pre filled providers details, you need to fill Quote description, Quote instruction and the Quote date.
*Note: You must fill out all the fields marked with an asterisk .
After creating a quote, Select Save button.
Clicking on save button will show you the success alert on the right corner of the screen.
Success alert means Quote has been added within a Request, and getting displayed on the right side of the screen within a request.
At the right side you will see Add Action dropdown. Select it.
Select Create a Quote from the drop down.
Now you will see Add Quote popup with the pre filled providers details, you need to fill Quote description, Quote instruction and the Quote date.
*Note: You must fill out all the fields marked with an asterisk .
After creating a quote, Select Save button.
Clicking on save button will show you the success alert on the right corner of the screen.
Success alert means Quote has been added within a Request, and getting displayed on the right side of the screen within a request.