Once you have accessed the CRM system, you can preview a quote in PDF. To this end, follow the steps listed below.
1. On the Sales menu, click the down-pointed arrow to show the navigation menu flyout, and then under the Sales flyout, click Quotes in the Collateral list.
2. You are redirected to the Quotes page. From the My Quotes list, select the quote you want to preview and click it.
3. As a result, a quote page opens.
4. On the quote page, click the down-pointed arrow within the LASERNET button, and then click Run report in the context menu that appears.
5. As a result, a quote opens as a PDF file in a separate window.
NOTE: If a separate window does not appear, please verify your pop-up blocker to make sure it has not blocked the window.