ASPEC Administrators must configure Quote Profile in Customize/Quote section of ASPEC Setup. In addition to actions common for all Form Profiles (customize Form Layout, perform Import), this Profile is also used to set up a Quote Approval Workflow as well as to upload templates for MS Word Quote Add-In. Fig: Quote Setup First, you need […]
Overview Sales Quotes reside in ASPEC, but you want to send a Quote to your customers in a PDF format. One way to accomplish it is to pull Quote values into MS Word document and then save is as a PDF. That document can contain your company logos, tables, legal text, images and any other […]
Quote Setup & Configuration In order to setup and configure the quotation functionality in ASPEC navigate to setup. Click on Quotes under customization. Creating a Quote Creating a new quote can be done from any open IBO. Quote Workflow The quote view page contains varies information that is inherited from an IBO. Prompt after making […]