Manually Key Contact Information When Printing a Quote (O4)

Like OASIS, O4 allows users to print customer copies of quotes for contacts that are not saved in the database. Note: Ingen Software recommends adding these contacts to your database if you will be doing business with them more than once. For more information on creating contacts in O4, click here.

1. Select the  logo.

2. Select "Projects" from the drop-down list.

3. The "Project/ Quote Listing" page will appear.

4. Create a new project or open an existing project.

5. Select "File."

6. Select "Print."

7. Select "Customer Quote."

8. The "Print Project Quote" page will appear.

9. Customize print options as needed. For more information, click here.

10. Select "Next."

11. Select "Manually Key Contact."

12. Enter the contact's name and contact information.

13. Select "Add Contact."

14. O4 will set the contact to receive the quote.

15. Select "Send."