The article has been updated successfully.How to Create a PDF File of a Work Order Estimate
Another document you may choose to send to a customer is the blind Estimate. It shows individual prices of each component and total but no details of mat or moulding numbers. It records which employee gave the quote and includes a disclaimer footnote which you can compose for your own shop requirements. (E.g. This estimate is only good for 30 days...). You may desire to use this when giving a quote which you know very well that your customer will go down the street and compare with your competitor.
HOW TO SAVE AS PDF:
1. Go to Work Orders file form view and locate the customer’s work order using the Find button at the top.2. Click Print Documents side bar button on the left.
3. Be sure that the print settings (bottom of the screen) say Pause On Preview and Show Print Dialog Box both say Yes.
4. Click Estimate.
5. A preview screen appears with a menu at the very top of the screen that says Print or Save as PDF. Also on the Toolbar is s Save as PDF button. Click on this one.
6. Then a Save Records as PDF dialog box appears.
7. In the File name field type the name you wish to use for this document.
Tip: Use the Work Order number or the customer's name.
8. At the top of the screen, in the Save In field, select the location where you would like to save the document
9. Click Save.
You will be returned to the previous screen.
10. Click Continue.
11. Click Cancel.
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Last Updated
15th of July, 2010
