After creating a quote, if you wish to view the entire list of quotes available in GoKickSales, then click on “All Quotes” Option available at the left hand panel.
When you click on this option, a new page appears that contain the list of all quotes with their quote number, stage, name of the opportunity for which the quote is created, name of the contact person, due date, currency, grand total and some actions.
From the list if you wish to download any particular quote, then click on the “download” icon available at the right hand corner of every quote.
To edit the details of any existing quote, click on the edit icon.
From the list if you want to delete any particular quote, then delete icon.
After clicking you can delete the quote easily.
Send Quote via Mail
If you want to send any particular quote via mail to someone, then use send quote icon.
Copy the details of the Quote
If you want to create a new quote that have the same details that the existing quote have, then you can copy the details of the quote by using “copy” button.
When you click on this button, a new page appears of “create quote” in which you get the details filled of the quote you selected, now you only have to add or edit some details from here and click on “Submit” button to save a new quote.
This feature will truly save your time as well as efforts because you do not have to enter or add the same details again and again.