Quotes List
Last updated
Last updated
The quote list page provides an overview of all the quotes created within the system. Quotes can be created and converted into terms of engagement once accepted by a client.
Draft: a draft status means that the quote is currently being prepared. It has not been validated nor sent to the client at this stage. All draft quotes are shown here
Ready: a ready status means that the quote has been validated and is ready to be shared to the client. All ready quotes are shown here
Expired: an expired status means that the quote validity period has ran out. It must either be updated or should be deleted. All expired quotes are shown here.
Accepted: an accepted status means that the quote has been accepted by the client and is currently in the process of being converted to a TOE
Search: use this field to search for a specific quote with its ID.
Status: use this field to sort out the quotes according to their current status.
Client: use this field to filter the quotes based on the client.
Currency: use this field to sort out the quotes based on the currency adopted.
Agency: Use this field to filter the quotes based on the agency involved.
Reset: Use this field to reset your search criteria
#: this field displays the system number of the quote.
Quote ID: this column shows the ID of each quote
Client: this field displays the client to which the quote is destined to.
Agency: this column displays the agency responsible for the quote
TP: this field shows the number of target properties included in the quote.
Date: this column indicates the quotation date.
Amount: this field shows the total amount of the quote
Status: this column displays the status of the quote.
Actions: Users can duplicate an existing quote (green layers icon), download a document (blue download icon), edit a draft or ready quote (blue edit icon), delete a quote if it is ready or draft (red bin icon) and access the next stage (black arrow icon)
