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Quote History & Updates

  • Searching for a Quote

    Use the Maintain Quotes tab to search for an existing quote.  To search for a quote:  Click the Maintain Quotes ...
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  • Making a Copy of a Quote

    If needed, you can create a duplicate version of a quote by making a copy of it. This is particularly useful if ad...
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  • Emailing a Quote to a Customer

    Once a quote is saved in QuoteLink, you are able to email it to a customer.  Notes: The customer must have a vali...
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  • Invoicing a Quote

    Once the work is completed, use the DMS-generated invoice number to invoice the quote.  To invoice the completed ...
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  • Deleting a Quote

    Saved quotes will be maintained indefinitely. However, you can delete quotes from vehicles.  Note: Deleted quotes ...
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  • Printing a Quote

    Once you have created a quote in QuoteLink, you can print it out to share with your customer.  To print a quote: ...
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  • Sending a QuoteLink Pricing Quote to a DMS

    If you have a Dealer Management System (DMS) that integrates with QuoteLink, you can send quote information from Q...
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  • Messaging a Fleet Customer in QuoteLink

    Authorised repairers and fleets can use the quote messaging feature to discuss a quote that has been shared.  Note...
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  • Creating a Credit if Transaction is Already Processed in QuoteLink

    Dealers can still process a credit if the transaction has processed and the billing cycle is closed.  To create a...
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  • Two Users Updating the Same Quote at Once in QuoteLink

    Two or more users can be in the same quote at once.  If they are utilising the messaging feature, any messages the...
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