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Cobria
Quotes
Quotes
How do I save my changes while in Edit Mode?
Can I see a preview of the quote while editing it?
What information is stored in the "Client details" section of a quote?
How can I visually identify a refused quote?
How do I "Refuse" a quote if a client does not want to proceed?
What happens after I confirm a duplication?
Why would I use the Duplicate feature?
Can I delete multiple quotes at once?
What actions can I perform on a quote from the main list?
How do I create a new quote from scratch?
How do I find a specific quote?
What is the primary function of the Quotes module?
What is the next step after a quote is approved?
Can I export or print the quote?
How do I send the quote to my client?
How do I approve a quote?
How do I attach technical files to a quote?
Can I include photos in my quote?
Can I translate the final PDF preview?
Can AI automatically generate the entire quote for me?
What is "Ask Max" and how does it help with quotes?
Can I apply discounts to specific items?
How can I organize items in a long quote?
How do I add items to my quote?
What date fields should I fill in for a quote?
Can I specify a worksite address different from the billing address?
How do I add a customer to a quote?
What do the different quote statuses indicate?
How can I filter the list of quotes?
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factures, devis, clients