STEP 1

Here you’ll see a list of all existing Quotes if you have created any for that Project before. Select the Quote you would like to edit.

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STEP 2

Edit the Quote as required.
Note that all changes are saved immediately so you don’t need worry about hitting a Save button to save your changes

STEP 3

Once done you can Preview the Quote and then Send it to your Client as a an email attachment in PDF format.

Note: You will need to create a Contact for your Client if you wish to send it from the Beeswax system. This is recommended as Beeswax keeps a copy of the File that was sent, as well as records who sent it, when it was sent and the message that was sent with it.

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