Question
Once a Quote is accepted we want to transfer all the quote lines onto a job form (e.g. an Job Estimate form) without showing the prices, just the products and quantities. Is that possible?
Answer
You can’t transfer the quote lines directly to a job form but you can print out a quote form without prices along with any job forms as part of an activity packet.
- Create a Quote Form. After you create your form, click on the Edit Form Template button to deselect option to Display Price
and click on the Edit Form Style button to deselect option to Bottom Align Footer. Here's how to create a quote form - http://www.moraware.com/help/x/A4EJ - Create an activity packet. Here's how - http://www.moraware.com/help/x/IYAJ
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