To access the list of quotes go to Modules > Quotes
Once inside we have the following view:
Fields in the view:
Number
Number associated to the quote. It is used to identify each of the quotes. By clicking on the quote number, you will be able to see the details of this quote.
Title
Title of quote.
Contact
Name of the contact related to the customer, you will receive a notification when sending the quote.
Customer
Name of the customer who will receive the quote.
User
Name of the internal user who created the quote.
Date
Creation date of quote.
Value
Total price of the quote without taxes.
Advanced search
We can apply filters to perform more agile and direct searches.
Important Note
To learn how to perform an Advanced Search with filters click on the following link.
New Quote
To create a new quote, click on the "Create Quote" button.
After clicking on the button, we can use one of the Quotes Templates or create a New Quote.
By choosing one of the options in the drop-down menu, we will be redirected to create a New Quote.
Select Quotes
We can perform different operations more easily from this view. To do so, we must select the quote or quotes we need to operate with.
By clicking on the drop-down menu, we can choose any of the following options: