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  • New Quote: Can be used to create an entire new quote number. Keep in mind each time you create a new option it will create a new quote for you.

  • Print Quote: Highlight your quote and select this item to view your Quote settings window to view, print (if necessary) and save your quote/proposal.

  • Print Est. P & L: This report will show you the Estimated Profit & Loss broken down by Product type.

  • Print BOM: This report is often used for Design checks. This report is a detailed list of your line items with list and cost only shown (no sell).

  • Submit Web Services Quote: Herman Miller and Haworth Dealers only - Use this tool for price checks.

  • Export SIF / XML: You can use this tool to Export a SIF or XML out of e-manage. This can be helpful for submitting orders for Manufacturers we do not integrate with or to export to make changes in your Specifier tool. See here for additional details.

  • Delete Selected: You can use this tool to completely delete the quote. Keep in mind you can make a quote invalid and should be very sure you are ready to delete when using this button.

  • Filter by BOM Option: Use this tool to filter down to an option to quickly locate a quote when there are multiple options on the Project.

To View / Print / Save your Quote highlight then - you may choose either option below.

  1. Click on the quote settings button.

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2. Highlight & double click the applicable quote.

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