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#39255 - 11/19/13 06:12 AM Printing Quotes
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
Good Morning,

Let me start by saying that I normally print quotes to a pdf and then email to the customer along with other documents.

But today I had about twenty quotes I had to resend to a customer and since I didn't need the other documents I decided to make use of the range send under Print Quotes in maintenance. Unfortunately I kept getting a nothing in range to print message. I tried a number of different combinations but nothing worked (all options got selected at least once). I'm wondering if there is some switch that I forgot to turn on.

I then emailed them individually using the Print button in Edit Quotes. Is it possible to have the default 'Send to:' be customer when in quotes, not billing?

Thanks

SalesCQ 8.1C (121012)
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#39260 - 11/19/13 08:07 AM Re: Printing Quotes [Re: MikeS]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11547
Loc: Vancouver, BC Canada
Hi, Mike,

There must have been something not quite right in the selection criteria. For example, if you want everything to print you can accept the defaults and enable the options; however, you still need to select an Ending Date.

I can enter your suggestion for you.
_________________________
Regards,
Softrak Tech Support

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#39262 - 11/19/13 08:26 AM Re: Printing Quotes [Re: Softrak Support]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
Thanks very much.

I didn't realize that every ending field had to have a value. My goof.
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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