Opening Quotes and Documents related to an Opportunity
Opening Documents Related to a Quote
- To view documents related to a Quote – click the carrot (>) next to the Opportunity
- Then click the Quote ID
- This brings up the documents related to that Quote.
- Click on the Name hyperlink of the document you want to open
Opening Documents Related to an Opportunity
- To view all documents related to an Opportunity– click the Opportunity ID hyperlink
- This brings up all of the documents related to that Opportunity, across all Quotes that are associated with the Opportunity
- Click on the Name hyperlink of the document you want to open
View, Open and/or Save Earlier Quote Versions
- To view earlier versions of a Quote related to an Opportunity, click the carrot (>) next to the Opportunity ID to show the related Quotes
- 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
- Click on the Name of the Quote File you wish to open
- If prompted, choose Open File
- 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