Edit Quote Package

To edit a quote package, you need to select the package from the list of packages.

The quotes, related to the selected package will appear in a quote package editor window. The quotes are calculated from left to right, when you click on the calculate quote button.

If you open an edited and saved quote, you will see all saved variables loaded as well. If an earlier calculation run already, the calculation result will be loaded as well.

It might happen that you have edited the quote date in the quote header or changed the rate table values, which the quote is using. When the edit window is opened the form is popping up a warning for these cases to remind you to update the calculation if necessary.

Once you have entered the quote variables, you can click on the calculate quote button to make the calculation. When the calculation is done and complete, you can save and close the form.

If you click on the cancel and close button, the calculation and the entered variables will not be saved. You can also save the quote without making the calculation completed. In this case the entered variables will be saved, but the quote might be incomplete. This can be the case if a rate value is not available yet and the calculation cannot be completed. In this case you should save the entered values and return to the form once the missing values are entered.

Export to Excel

If you want to export the calculation to Excel, press the Export to Excel button. A save dialog will be opened and you will be able to save the calculation into an Excel file by selecting or typing the save folder and the filename.

The calculation formulas will not be saved along with the values.