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  1. Cobria
  2. 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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