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What happens when I send a quote or estimate?

Created on  | Last modified on 

Summary

What happens when sending a quote or estimate from Sage Accounting.

Resolution

  • The timeline on the quote or estimate is updated and shows as SENT
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  • The issued status of the quote or estimate shows as Yes on the Quotes and Estimates list
  • The status of the quote or estimate shows as Pending on the Quotes & Estimates list





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