Opening Quotes and Documents related to an Opportunity

Opening Documents Related to a Quote

  1. To view documents related to a Quote – click the carrot (>) next to the Opportunity
  2. Then click the Quote ID
  3. This brings up the documents related to that Quote.
  4. Click on the Name hyperlink of the document you want to open

Opening Documents Related to an Opportunity

  1. To view all documents related to an Opportunity– click the Opportunity ID hyperlink
  2. This brings up all of the documents related to that Opportunity, across all Quotes that are associated with the Opportunity
  3. Click on the Name hyperlink of the document you want to open

View, Open and/or Save Earlier Quote Versions

  1. To view earlier versions of a Quote related to an Opportunity, click the carrot (>) next to the Opportunity ID to show the related Quotes
  2. Click the Quote ID to show all documents and files associated with the Quote, including previous versions of the Quote; please note that the Active Version will be shown in the top panel
  3. Click on the Name of the Quote File you wish to open
  4. If prompted, choose Open File
  5. The Quote File will either be…
    • Opened directly in SDA, or
    • csv will be downloaded, double-click to open

Note:  If you save the Quote File and the version is different than the Active Version shown in the top panel, then the just-saved Quote file’s version will  become the new Active Version

 

Go back to User Guide for SDA Dashboard

Go to SDA Dashboard Definitions