Quote Detail View Follow

The Quote Detail page provides comprehensive view and editing capabilities for individual quotes, allowing you to manage products, apply discounts, and track all quote-related interactions, ensuring that all quote information is easily accessible and editable.

To View the Quote Details:

• Navigate to the Quote Module from the left menu bar.
• Select and click on the Title of the created quote. You will be redirected to the quote detail screen.

This detail screen has the following widgets by default:

• Product widget: Displays the details related to the Products associated with the quote.
• Quote Card: Displays essential information including quote number, total amount, expiration date, and quote status.

• Quote Items: Shows the product details associated with the quote.
• Deal Widget: Presents details of the deal associated with the quote.
• Contact Widget: Shows information about the contact associated with the quote.
• Signature Status: Displays the current signing status of the quote sent to recipients.
• Notes: Click the Note widget in the action bar to add notes to the quote.
• Timeline: The timeline displays every interaction that has taken place on the specific quote. You can filter by All, Notes, Emails, Files, and Updates.

You can perform the following actions on the quote:

• Send
• Edit Quote
• Clone Quote
• Delete
• Download as a PDF
• Set Reminder
• Mark Canceled
• Customize Layout

Note: If the product module is disabled, the Quote Items widget will display a message: “Product module is not enabled.”