Quotation Approvals

Configuration > Quotations > Approvals Configuration > Sales > Quotations > Approvals Check out the Academy Guides on our Support Portal for more information on Quotations, the same guides can be found on the HaloPSA Academy: Creating Quotations HaloPSA Academy – Creating Quotations Ad-Hoc Items on Quotes and Orders Approving Quotes Etilize Integration Quotation PDFs […]

Quote Status

Configuration > Quotations > Quote Status Check out the guides for more information on Quotation Status, the same guides can be found on the HaloPSA Academy: Quotation Status Field Type Description Name Text Name of the quotation status. Disable Editing when this status is selected Checkbox When enabled, the quotation will not be able to […]

Quotations

Configuration > Quotations Configuration > Sales > Quotations Check out the Academy Guides on our Support Portal for more information on Quotations, the same guides can be found on the HaloPSA Academy: Creating Quotations HaloPSA Academy – Creating Quotations Ad-Hoc Items on Quotes and Orders Approving Quotes Etilize Integration Quotation PDFs Quotation Status Viewing Quotes […]