This article breaks down the components comprising the quote section's list view. These pages have filtering and search capabilities where you can narrow down the list according to your search criteria. The quote section's list view is designed to provide users with a seamless and efficient experience in managing and accessing active and archived quotes. Users can easily organize the quotes based on specific parameters and customize the displayed columns, tailoring the view to their specific needs.
Open quotes
Accessing the list view
Go to Operations → Open Quotes to access the list of open quotes with a sent, draft, or approved status.
Search for Quotes
Click the search quotes bar and enter any quote details like the job type, contact, or pool to auto-search.
Filter by Status
Click the Filter by Status drop-down box to show all the options. Select which status you wish to filter by:
- All
- Approved
- Draft
- Sent
Filter by Job tags
You can filter the quotes by utilising job tags, and the job tags you've generated will appear as choices in the tags drop-down menu on the quotes page. For additional information on setting up tags, refer to the tags article [insert link for creating tags].
Filter by Date
Click the 'from' date and enter the date you wish to start the search from, you can either enter a date manually or select the specific date using the date picker.
You can also choose to narrow your search using the pre-defined options:
- This week
- Last week
- Last 7 Days
- Current month
- Previous month
- Next month
Columns
You can tweak the columns you want to get displayed in the Quotes section by clicking on the Columns tab. Choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set it to show or hide the following columns within this section:
- Detail panel toggle
- Quote No.
- Status
- Created at
- Contact
- Job type
- Amount
- Actions
You can also sort and pin/unpin columns by hovering over a particular column heading and clicking the three vertical dots. Clicking the Hide column will hide that specific column while Manage columns will show the column selection box.
Detail panel toggle
The detail panel toggle is the arrow symbol in the first column. Clicking the symbol will show the pool address, the services/fees presented in the quote, and reveal the Edit quote button. Clicking any rows will also reveal the quote overview.
Actions Column
- Approve
- Reject
- View details
If you want to delete a quote, click on the trash icon. A warning prompt will appear asking to confirm the deletion. Once a quote is deleted, it will go to the Archived list.
Archived quotes
Accessing the list view
Go to Operations → Archived Quotes to access the list of quotes that have been scheduled, deleted, and rejected.
Search for Quotes
Click the search quotes bar and enter any quote details like the job type, contact, or pool to auto-search.
Filter by date
Click the 'from' date and enter the date you wish to start the search from, you can either enter a date manually or select the specific date using the date picker.
You can also choose to narrow your search using the pre-defined options:
- This week
- Last week
- Last 7 Days
- Current month
- Previous month
- Next month
Columns
You can tweak the columns you want to get displayed in the Archived quotes section by clicking on the Columns tab. Choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set it to show or hide the following columns within this section:
- Detail panel toggle
- Quote No.
- Status
- Sent date
- Contact
- Job type
- Amount
- Actions
You can also sort and pin/unpin columns by hovering over a particular column heading and clicking the three vertical dots. Clicking the Hide column will hide that specific column while Manage columns will show the column selection box.
Detail panel toggle
The detail panel toggle is the arrow symbol in the first column. Clicking the symbol will show the pool address and the services/fees presented in the quote. Clicking any rows will also reveal the quote overview.
Actions column
There is only one action available in the Archived quote section which is the download option. When clicked, this will open up the PDF version of the quote.
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