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5 February 2025

3 December 2024

  • curprev 11:2111:21, 3 December 2024Bradley Smith talk contribs 1,936 bytes +1,936 Created page with "'''Quotes''' can be created on matters and issued to clients in advance of services rendered. Multiple quotes can be associated with a particular matter, but only one can be marked as "active". The active quote is used to populate the next invoice. Quotes can be created from templates, which are associated with the workgroup. Users with sufficient permissions can also convert an existing quote into a template for fut..." Tag: Visual edit