Quotations List
The quotations list provides a comprehensive view of all your pricing proposals. You can easily track each quotation’s status, amount, and client information at a glance.
Understanding Quotation Status
Section titled “Understanding Quotation Status”Before exploring the main features, it’s helpful to understand how quotations progress through different statuses in the system. This will help you better manage your workflow and understand what actions are available at each stage.
- Draft: The quotation is being prepared and can be modified
- Final: The quotation is locked and ready to be sent to the client
- Sent: The quotation has been shared with the client
- Accepted: The client has accepted the quotation
- Rejected: The client has declined the quotation
- Expired: The quotation has passed its validity period
Features
Section titled “Features”Our quotation management system helps you track your business proposals with ease. The main screen displays all your quotations with their status, allowing you to quickly identify which require attention.
Each quotation shows important information including:
- Quotation number (e.g., QUO/2025/002)
- Client name
- Service description
- Total amount
- Current status
- Expiry date
Available Actions
Section titled “Available Actions”For each quotation, you can access various options by clicking the “Actions” button:
- Modify - Update quotation details as needed
- View - Open the quotation to review its contents
- Duplicate - Create a copy of an existing quotation
- Send - Email the quotation to your client
- Convert to Invoice - Create an invoice from an accepted quotation
Creating a New Quotation
Section titled “Creating a New Quotation”To add a new quotation to your list, click the “New Quotation” button in the top-right corner. The system will guide you through the creation process, and your new quotation will appear in the list once completed.
Tip: Use the search and filter options to quickly find specific quotations by client, status, or date range.