Quotation › Help › Numbering, printing and saved copies

Saved quotations: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved quotations button lists them, newest first.

Step by step

1. Press Saved quotations. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved quotation. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new quotation with the same lines and a new number.
5. Status. Set Status: Waiting for reply, Accepted, Not accepted, or Invoice made (set by itself when you convert).
6. Start a fresh one. Press New quotation.

Worked example

A quotation sent last month needs a correction. Saved quotations › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved quotation is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

All help on Quotation · Help for the Nivesh Sahayak App