Business Development
Search past quotations

4min
Introduction
Find any past quotation by conducting a search across the available fields in the quotation header data.
Utilize additional filter criteria to narrow down your results.
Conditions
To locate quotations, the input filter must correspond to an existing quotation.
Guided steps
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<iframe src="https://scribehow.com/embed/Search_Past_Quotations__WD2jEHyqRUqM7JntPSt7TA?removeLogo=true" width="640" height="640" allowfullscreen frameborder="0"></iframe>
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What I learned
1
By searching through the registered quotation header data, you can find any previously saved quotation.
2
Maximizing the use of filter criteria is crucial to effectively narrow down the results when searching for quotations.
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Link Quotation to a Booking
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