Quotes List
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.
1 - Headers
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
2 - Search criteria
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
3 - Quotes list table
#: 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)
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