Creating Quotes

Creating a quote

You create a quote by clicking on the quote tab.

Once your in the quote screen it will look the same as the Consignments screen. 

Top left of the screen under the CocoonOPS logo will be a blue plus sign.

 

Click this and then you can start entering in the instructions.

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• Notes

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• Tasks

  Tasks The task tab allows you to see the tasks for the quote. The tasks list shows: The label for the task Who it's assigned to The deadline for completing the task If the task is assigned to a robot, the task will automatically be completed by the ...

• Quotes Closing, Winning, Losing

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• Duplicating Quotes

  Duplicating Quotes You can duplicate a quote to create and identical quote to issue to the customer. To duplicate a quote: Click on the on the INSTRUCTIONS tab Select the option A new quote will be generated, that is identical to the original. The ...

• Deleting Quotes

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