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CS PLT : How To Generate Submittal Package For Selected Line Items? - Publish Sandy Articles
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CS PLT : How To Generate Submittal Package For Selected Line Items?


This article provides information to generate report for selected line item.

  1. Create a Project 

2. Add Products to the Quote

3. If users wants only specific lines to show up in the Submittal Package, select the lines from the Quote and click on Submittal Package 

4. Click on view to generate the Submittal Package for selected line items

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