Sales (Quotes and Agreements)

The Sales section shows sales documents such as quotes, pricelists, and agreements.

Before you start

• You must be logged into the Customer Portal

Steps

1. Go to Company → Sales

At the top of the page you will see highlight cards showing: - Sent sales documents - Finished sales documents

The sales table shows: - Sales ID - Customer site name and address - Sales document name - Expiry date - Status - Available actions

View a Sales Document

1. Click View next to a sales document

You can review: - Sales details and status - Contact method (new or existing customer) - Sales and expiry dates - Sales type - Customer organisation details - Contact and invoicing information - Site location - Attached files - The sales document displayed in-browser (PDF viewer)

Tip

Use the Documents action to quickly access files without reviewing the full sales details.

What happens next

If the document allows it, you can proceed to book work directly from the sales document.