How to Generate Notes Report
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. In the reports options, select the option "Notes"...
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How to Generate Job Summary Report
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. In the reports options, select the option "Job...
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How to Generate Estimate Sheet Report?
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. 4. In the reports options, select the option...
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How to add a customer logo to a proposal (Video)
Customers can customize their proposal. Review the attached video to learn how. Step-by-step guide Click on the below link to review this training. Your browser doesn"t support...
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How to Add Customer Logo In Proposal Report
Step-by-step guide Login to COMPAS Go Open the quote. From Actions Menu, select "Reports" option In the reports options, select the option "Proposal Report" and click on...
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How to Add Customer Terms and Conditions in Proposal Report
Step-by-step guide Login to Compas Open the required quote Open Actions Menu Click Reports Tab. Enable "proposal" check box and click "proposal options" In proposal...
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How to generate Drawing Report from Recent Activity page
Open Recent Activity and click on Drawing button Make sure pop is not blocked in the browser. Drawing report will be like shown below Version :...
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How to include Requested Lead Time In Proposal Report
Step-by-step guide Login to COMPAS Go Open the quote. From Actions Menu, select "Reports" option In the reports options, select the option "Proposal Report" and click on...
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How to Hide Customer Products In Proposal Report
Step-by-step guide Login to COMPAS Go Open the quote. From Actions Menu, select "Reports" option In the reports options, select the option "Proposal Report" and click on...
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