#How to quote a pdf info how to#

Please refer to Email Invoices with One Click of Mouse to find out how to setup the email options. To do this, click 'Settings', and then go to the 'Extract / Email' page. However for the first time usage, you have to fill in your email account information. To do this, you simply need to click the 'Extract / Email' button. Or, you can email the quotation directly to the customer, in PDF, image or Excel format.

Now you can print a hard copy the quotation.

The starting number and prefixes could be set by clicking the 'Settings' button, and then the 'Database' tab. Invoice Manager for Excel numbers the quotation automatically, and if the customer account is new, an account number is created too.

Click 'Save To DB' on the sheet, or 'Save Quote' on the Excel task pane.

Note the subtotal, tax and total cells calculates the amounts automatically. You can double-click a customer account to retrieve all the information about the customer, or if want to create a new customer account, then fill the information directly into the 'Bill To' section. Click it to open the list of customers / clients. This smart button appears whenever you click a supported cell.

Click any cell inside the 'Bill To' area.

This makes the form ready for a new quotation - all fillable cells are cleared, and some of them are filled with default values - for example quotation date, sales rep.

Switch to 'Quote' worksheet if it is not the active one.

Open the quote template / invoice template as usual.

#How to quote a pdf info movie#

Refer to our movie tutorial or quick start tutorial for information on how to create a customer account and your first invoice. The steps for creating a quotation are similar to those of creating an invoice. The standard invoice template shipped with Invoice Manager for Excel includes the quotation sheet created in this way. For example, many invoice templates here on contain the 'Paid' and 'Balance Due' cells, which are not suitable for a quotation for estimate template. You may still need to tweak the quote form manually.

Replaces all the occurrences of the text 'Invoice' with 'Quote'.

Updates the 'cell link' properties of form controls (if any).

Name all cells/fields with 'oknQt' prefix.

To make it work with Invoice Manager for Excel, it also applies the following changes: The newly create quotation form has exactly the same layout as the original invoice sheet. Choose 'Copy invoice worksheet to create quote worksheet' command.

Click the 'Tools' drop-down command on the 'Invoice' ribbon tab.

Make sure you have the latest version of Invoice Manager for Excel installed.