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For a description of the three left-hand panels and the response buttons, click here: Main Data - Quote.

Documents TabIn the Documents tab, you can review the document to be used for the task quote and select its recipient. Another feature of this tab is the option to send the quote to a selected user at your company to review before submitting it to the customer. 
Receivables

This column lists all of the task's receivables.

You cannot modify a receivable on this page. To do so, go to the task's Receivables tab. For a description of the tab, click here: Receivables - Task - Quote.

Document Status

The state of the receivable document. Here you can you see if the receivable document has been sent.

The document statuses are:
Not SentThe quote was not sent to the customer.
SentThe quote was sent to the customer.
Sent But Modified

The quote was sent to the customer, but a receivable was modified afterwards. Therefore, the quote the customer has is likely outdated, and the new quote needs to be sent to the customer.  

Partially SentSome but not all of the overall quote's or task's documents were sent.
Edit and Send

Click Edit and Send Iconto edit and manually send the email which includes the quote for this task.

When you click on this, a new window appears. For a description of the window, click here: E-mail Test Window.

Send to

The recipients of the task quote.

When you click on Default, a new window appears. Inside the window you can find the destination of the document.

Document Template

The template to be used in the task quote document.

To select a different template, click on the template name currently listed in the cell. A new window appears. Click on the drop-down list and select the desired template.

To create a new template, go to System > Configuration > Templates > Document Templates.

Preview and Print

A printable preview of the task quote document.

To see a preview of the document, clickAdobe Icon.

Send Task Quote

Click to send the entire task quote to the selected contact person.

After the contact person receives the task quote, he/she can review it and then decide to either accept or reject it.

Send Quote for Review
Reviewer

The user at your company who is to inspect the entire task quote before the task quote is sent to the customer.

Click on the drop-down list and select a user.

Send Task Quote for Review

Click to send the entire quote to the reviewer for inspection.

To edit and manually send the email which includes the task quote, click  Edit and Send Icon. When you click on this, a new window appears. For a description of the window, click here:  E-mail Test Window .

EditClick to modify.
SaveClick to apply the modifications.
CancelClick to terminate the modification process.