Follow the simple steps below to find and download your quotes:
1. Select the account/s you wish to search quotes for.
- For single account, proceed to Step 2.
- For multiple accounts, click on the account selector button at the top next to your name and select the account/s you wish to download quotes for.
2. On the Dashboard, click on the Documents tab then Quotes.
3. You can search for quotes by:
- Entering a Quote No. into the search box
- Clicking on refine then choosing from the pre-selected data range.
- Clicking on the dates to change the start and end date.
4. You can filter quotes by:
5. To view and download quotes:
- Click on the quote to view the document. If applicable, all other documents related to the invoice i.e. orders, deliveries and invoices will be shown on the right panel under Document history. You can also Print or Download the document from here.
- To download single or multiple quotes without viewing, tick the box before the quote icon to select or Select all documents then click on the Download as button on the right to download either as PDF or Excel.
6. To check the progress of your download, click on Documents then Downloads.
7. Once complete, click on Download to download your documents.