After entering the Quotations page, you can use the following main features: 1. Create a new quotation: Click the orange "+ Add" button in the upper left of the list, fill in the relevant information, and save. 2. View details: Select a quotation in the list and click "details" to view complete information. 3. Delete a quotation: Select it and click "Delete" to remove it. 4. Confirm a quotation: Select it and click "Confirm" to complete the confirmation. 5. Export data: Click "Download Excel." on the right side to export the list as an Excel file. 6. Switch document type: Click the "Sent Doc." tab to view sent documents, or click "Received Doc." to switch to received documents.
G4 桌面版|Quotations(報價單管理)