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The Create page is composed of two tabs, Main Data and Instructions, where you can provide the important details of and any necessary directions for the quote.

The Tabs of the Create Page

Main Data - Create - Quote

In the Main Data tab, you provide the essential details of the new quote, including the quote's unique name, customer, contact person and the sales person at your company.  

Instructions - Create - Quote

In the Instructions tab, you can include with the quote any necessary special instructions. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

 

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