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Issue and download a quote

Issue gives the quote a permanent number and makes the issued version read-only. Use a revision for later changes.

  1. Select the completed draft.
  2. Check the customer, date, items and total.
  3. Choose Issue Quote and confirm the review.
  4. Choose Download Quote to save the exact issued PDF.
  5. Check the document before sending or sharing it.
Issue and download a quote screenshot 1
Issue and download a quote screenshot 2