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The Task Attachments List can include editable PDFs documents diagrams spreadsheets images electronic files or URL addresses. An alphanumeric Reject Reason field will display to log the customer s reason for declining this quote. A banner message will appear at the top of the Quote Record. Quote numbers are sequential whole numbers and are system generated. They are preceded with the letter Q. Click on dropdown arrow to open the Items accordion to reveal the items grid. Type Item Name Add...
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