Quote Printing

The printing functionality allows you togenerate a printable versionof the quote, ideal for physical use, a handwritten signature, or for paper archiving.

Steps to print a quote:

Access the quote list

• Go to the moduleEstimate.

• Use the filters if necessary to find the quote to print.

Open actions menu

• Click the button︙(actions) to the left of the line of the quote concerned.

• Select the optionPrintin the list of available actions.

Preview and print

• A new window or tab opens witha PDF previewof the quote.

• Click on the iconPrintof your browser or on the button provided for this purpose to start printing.

Information included in the printed quote:

• Customer and journey (or service) details

• Total amount with taxes (excluding and including tax)

• Payment terms

• Issue and maturity dates

• Signature or company stamp if required

Benefits:

• Simplified archiving: physical preservation of documents.

• Support validation: manual signature possible in the event of an internal or regulatory procedure.

• Quick share: printed version or exportable PDF to send by email or to present to the customer.