Quotation Overview

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Getting to the Quotation overview:

To get to the Quotation overview click into Projects > Quotes

 You will now see this view:

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On the top left you will be able to see how to search for Quotations. This can be done by Quotation number, project number or customer name:

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You also have access to additional filters where you can search using the following options: Rep , Status , Type , ordered Quotations , web orders and show your dead Quotations

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You can reset filters by clicking the reset filters option

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When you select a Quotation, you will see the customer and project information on the right-hand side. At the bottom you will also see the total expected value for the quote.

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On the right you will see the quick actions. These will allow you to Flag the Quotation as dead or delete it if needed.

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You will see the view / edit Quotation on the right-hand side. If you click this

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Last updated: September 12, 2022

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