Quotation List

View Quotation List

1. To access the quotation list, you can press “Quotation” to view all the quotation records that the user admin added before.
2. The admin user is also able to search the quotation based on the customer’s email, contact name, company, or phone number.
3. The data can also be exported in four formats: Excel, CSV, PDF, or printed out on paper.
4. The filter can also help the user easily to get the result they want.
5. The quick stats can also help the user easily to view the summary of all the quotation.
6. There are five statuses in the quotation: “Draft,” “Sent”, “Expired”, “Declined”, and “Accepted.”
7. After the quotation is successfully converted to an invoice, the word ‘Invoiced’ will be shown
8. The user can press the “+ Create New Quotation” button to create a new quotation by recording the details.