Sage 50 US

Our lawyer is requiring us to add sales terms to our quotes. They are fairly extensive and too long to include on the quote form. Is there a way to automatically include a pdf with each quote we make. We can ask the sales reps to attach the quote but…

I am trying to find the best way to find out what the line items on a quotation cost. I could look up each item individually but that is time consuming especially for some quotes with many line items. I was looking at the reports and forms and couldn…