Dell CSG RR Quote saving procedure and naming convention
Post Quote
Posting Completed, Click Yes
Click Export Quote on the Top Left
Export as Adobe Acrobat (PDF), Click ok
Page Range – Ok
Save As to your U Drive
My naming convention for the quote name would be:
Quote Reference_my initials_date_customer name_end user name if available – Example OEQT0016119_CB_10102022_IOCO_BK (Burger King)
Click Save