When you have completed a quote and you want to produce a client report you can follow the following steps.
The ‘More Options’ button at the end of the results screen gives you a number of options including producing a report.
Clicking here will open the report builder where you can produce a report.
Once you open the report builder you will have a number of different options to enter. Some of this data will be pre filled but you will have the option to edit.
You will also have the option to create a bespoke cover letter. This will allow you to have your information and a logo on the report.
