Managing Quotes

Manage Quotes:

This section allows you to manage all quotes, as well as add New Quotes

The information supplied in this section:

  • User ID
  • Customer Name
  • Creation Date
  • Who Created it
  • Amount
  • Status 
  • Icons to Delete or Edit the quote

You are able to filter through the quotes using the filter option:

You are also to select one or multiple quotes, and when you click the edit button you are able to:

  • Delete
  • Edit
  • Mark as Sent
  • Mark as Unsent
  • Mark as Accepted
  • Mark as Declined
  • Create Invoice

Please click on our "support" button at the top right of the page if you have not found any information to assist with what you needed in this section.

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