Quotes

Description

The Quotes main page lists all existing quotes in the system.

Quotes are proposals made by individual Sales Reps for a customer to purchase certain items. Selecting one of the quote numbers takes you to the Quote Details page.

All roles can view quotes, and Sales Reps can manage quotes for their own clients. Orders can only be created for customers, but quotes can be made for both customers and leads.

The Quotes main page table displays the following:

• Quote number (hyperlink to quote details page)
• Created Date, Closed Date
• Client (name with hyperlink; city/state/zip)
• Sales Rep
• Lines (# in the quote)
• Subtotal, Total
• Close Quote (circle w/ line icon)
• Delete Quote (trash can icon)

Existing quotes can be searched, sorted, and filtered in the following ways:

• Keyword search
• Sales Rep (dropdown)
• Status (dropdown):
  • Open Quotes
  • Closed Quotes
• Sort By (dropdown)
  • Date (New - Old)
  • Date (Old - New)
  • Client Name (A - Z)
  • Client Name (Z - A)
  • $ Total (High - Low)
  • $ Total (Low - High)
• Reset (button)

Quotes Sub-Pages List

1. Quote Detail