I would like to be able to access quotes through Sage alone but am unable to do that because the only way I seem to be able to access a created quote is by knowing the number of the particular quote. It would be great to have the access to the quote through the client information screen instead of needing an external record for the quote storage. It seems to void the functionality of the quote system due to the difficulty of finding the quote without the number.

•who would want this-contractors preparing quotes using Sage 100 contractor

•why it's valuable to them-standard report format, makes the quote easier to find and easily accessible

•how it would be used-to easily access quotes without the need for external storage

by: Heather R. | over a year ago | Service Receivables