General functionality

This article describes the revision management capabilities of the Quotation Tool. There are basically two philosophies; All revisions are kept within your single Quotation Tool file.  A new file is created for each revision. ...

To update prices (cost and sales) of an old quotation to the currently valid prices is a process that is either quite simple or quite tricky, depending on where the original prices comes from. The Quotation Tool can warn users if the prices hav...

All prices in a quotation must have the same currency. Hence if you want to add an item to your quote that you have a cost in a different currency you have to track down your trusty old calculator and convert the cost into the currency used in your ...

FlexLink Quotation Tool contains a Word template for a Component quote that can be used as the base for a operating unit's component quotes. With this template it is possible to create component quotes for customers that have not yet been added ...

Here's a list of the most common shortcut key combinations in the Quotation Tool. Key combination Description CTRL+N New quotation CTRL+SHIFT+N New quote revision ...

When you run a Web Update of Exchange Rates in Quotation Tool you will download, and store in your local database, currency exchange rates that are provided by Coesia Group HQ Finance & Treasury Team.  The exchange rates are updated quarter...