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Once a Quote is accepted we want to transfer all the quote lines onto a job form (e.g. an Job Estimate form) without showing the prices, just the products and quantities. Is that possible?


You can’t transfer the quote lines directly to a job form but you can print out a quote form without prices along with any job forms as part of an activity packet.

  1. Create a Quote Form. After you create your form, click on the Edit Form Info button to deselect option to Display Price. Here's how to create a quote form -
  2. Create an activity packet. Here's how -