Printing the Quotation Service plan
This page provides an overview on generating the Quotation Service plan.
Topics on this page include:
Service Schedule summary a.k.a Care Plan
The Quotation Service Plan as shown above can be saved as a PDF file to your local or network drive. If desired you have the option of excluding pricing from the Service Summary PDF. When saving the file, it is recommended that you update the file name to include a participant reference, as this will help ensure the document can be easily retrieved and attached to any communications sent out in relation to the quotation.
Quotation Service Record
To generate the Quotation Service Plan click the PRINT command button.
Quotation Proposal
To generate the Quotation Service Plan click the PRINT CARE PLAN command button.