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Check Job Diary:
On the job you are quoting, go to the navigate to the Diary tab and check if there is an existing Diary Action ‘Online Customer Quote’.Add Action: if there is no Diary Action ‘Online Customer Quote’, add it by using the ‘Add’ button.
Re-complete Action: if the Diary Action ‘Online Customer Quote’ already exists, please refer to article Re-quoting that explains how to proceed.
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Note that an online quote has an expiry date, after which the document is no longer available online. This means the client will lose access to the online quote. This expiry date is pre-set as a default and can be modified in Moveware settings. Note that the expiry duration is applicable for all job types. If a quotation has expired and you wish to make it available again for the client, you must re-issue and resend a new link (see article Re-generating an Expired Online Quote URL link).
Note that if there is no locked cost option, you will not be able to complete the action, and the following error will appear (see figure below).
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