How to generate reports with line level selections?
Report generation for the quote is possible at quote level and at line item level. This article describes the generation of reports based on line level. 1. Login...
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How to get a word document to print level 3 detailed report?
Proposal / budgetary reports can be customized to report information at various level. Third level selection has more information in the generated report. Refer the following steps to get the...
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How To Generate Submittal Package with Products grouped based on Family
Step-by-step guide Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on Section Cover Sheet of any Product. The...
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How To change document setup setting for Submittal Package?
1. Login to COMPAS Go with valid credentials. 2. Open the required quote. 3. From Actions menu, select "Submittal Package" option 4. In The Submittal page...
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How to share Submittal Package?
Want to change the cover sheet in submittal package. Check out this article. Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package"...
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How To Delete Pages from Product Documents in Submittal Package
Step-by-step guide Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on "Customize" present on the Left- side of the...
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How to add product components and accessories in Submittal Package?
Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on "Customize" present on the Left- side of...
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How to Generate Detailed Job Summary 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 change a submittal package to a record submittal package?
Reports that can be customized based on requirements by adding customer specific documents. Step-by-step guide Open the submittal package from the action menu as shown below Figure 1:...
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How to preview the word/PDF document in Chrome browser?
1. Login to COMPAS Go using valid credentials using Chrome browser. 2. Create quote, add line items or Open any quote. 3. Click on reports and generate any word /PDF...
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