Quotes

The Quotes Section is a centralized platform for creating, tracking, and managing customer quotations. It streamlines your quoting workflow from draft to completion while providing real-time status updates (Drafted/Pending/Accepted/Completed). Easily access historical quotes for quick reference and customer follow-ups.

Overall : Total quotes in system
Today : New quotes today
This Week : Quotes this week
This Month : Monthly quotes volume
All Quotes: Lists all your quotes
Find Quotes: Use the search bar to quickly locate specific quotes by customer name
Filter Quotes: by All, Completed, Drafted, Pending, Accepted, or Rejected
Pagination: View more quotes using the "Rows per page" selector
Manage Quotes: Use the action buttons to view quotes, edit, resend quote, view action history, add comment, and view comment.
Archived Quotes: Click the archive icon to see all archived quotations.

See All Archived Quotation while click on archived icon

Expired Quotes: Click the expired icon to view all expired quotations.

In Progress Quotes: Click the time icon to view all quotations that are currently in progress.

Create a Quote

Create a Quote details such as:

Select request from existing requests using drop down

then if required add new equipments and labor

add Miscellaneous Costs if any
then finaly confirm Cost Breakdown and click create to generate a new quotation

select "yes" since you want to create the quotation if you select "no" the quotation will not be created.

When you click "yes" the quotation will be created and you will get informed by a toast message.
Then after another option you can choose like "Do you want to approve or send an acceptance link to the customer?"
- If you select "Approve" the quotation will be approved and you will get informed by a toast message.
- If you select "Send Acceptance Link" an acceptance link will be sent to the customer email and you will get informed by a toast message.
- If you don't want to select any you can simply close the dialog which will take you back to quotation list page

When you clicked "approve" , the quotation will be approved and you can pay the invoice.

When you clicked "Send Acceptance Link" an acceptance link will be sent to the customer email. There you can approve the quotation.

Pagination Controls

Navigate through partner records efficiently:

Use the rows per page dropdown (▼) to select display density
Default shows 10 rows per page (e.g., 5, 10, 15, 20)
Use pagination controls when you have more vendors than fit on one page (e.g., Prev, Next)