Projects & Quotes

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OASIS allows users to create projects and quotes and to customize them based on the user's needs. Users may also use projects and quotes to track and save information before it is sent to a customer. This page will provide a list of the features available in the Projects page and the Quotes page in Legacy OASIS. Note: many of the applications discussed below can be used in both the Projects page and the Quotes page. 

The Project View vs the Quote View

Quote Auto Save and Recovery

Using the Find Feature in Projects & Quotes

Creating a Project- the articles listed below discuss the features available when interacting with a Project.

Quotes- the articles listed below discuss the features available when interacting with quotes.

Emailing Quotes as an Attachment

Printing a Quote- the articles listed below discuss printing and sending out the quote through several different format options.

Using the Bid Board- the articles listed below discuss the features available when using the Bid Board

Reporting- the articles listed below describe the numerous reports available for projects and quotes.

 

 

Articles in this section

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