Overview
Quotes and Proforma Invoices can be previewed, printed, or emailed directly from Factory. Each action serves a different purpose and may trigger updates in the connected accounting package if integration is enabled.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it in the app:
Global Search > search and select a Quote >
OptionsSales>Sales Orders> select a Quote >OptionsSales>Customers> select a Customer > search and select a Quote >Options
💡Tip: customised the layout of Quote and Proforma Invoice via Settings Document templates.
Options
Preview – Opens a new browser tab with a copy of the Quote or Proforma Invoice for viewing only
Print – Opens a printable version in a new tab. This action also updates the connected accounting package (if integrated)
Email – Sends the document via email with a hyperlink and attachment. This also updates the connected accounting package (if integrated)
How to Preview a Quote or Proforma Invoice
Ensure the Quote is not in Draft status
Go to
Options>QuoteorProforma InvoiceEdit Quote date if needed
Select
Options>Preview.
How to Print a Quote or Proforma Invoice
Ensure the Quote is not in Draft status
Go to
Options>QuoteorProforma InvoiceEdit Quote date if needed
Select
Options>Print.
How to Email a Quote or Proforma Invoice
💡Tip: edit the default email message in Settings > Quotes using the text field to avoid retyping content each time a Quote or Proforma Invoice is sent.
Ensure the Quote is not in Draft status
Go to
Options>QuoteorProforma InvoiceEdit Quote date if needed
Choose a Contact from the list, or:
Click
add contactto include a new contactClick
editto modify an existing contact’s name, email, or phone number
Select
Options>Email.
How to Email a Quote or Proforma Invoice with Attachments
Files auto-attached from the Collaborate tabs of the selected Customer and added Products are automatically displayed in the Attachments list.
Ensure the Quote is not in Draft status
Go to
Options>QuoteorProforma InvoiceEdit Quote date if needed
Select attachments from the list, or click
add attachmentto upload new files
Select
Options>Email.
📝Note: maximum of 10 MB total (email + attachments) can be sent per email.