Quotes

In this section you can see all the added quotes of the selected client and the information they contain. Quotes are treated as reffering to the same client if they share one common name which is being selected when you create a new quote.

As soon as you add a new quote in the main module it will appear in the table of quotes. To sort data according to each column of the table, you just have to click on some column's name. If you click on the same column once again the sort direction will be changed.

The table is divided into several columns:

• Quote ID – A unique number given to a single quote in order to differentiate them
• Client Name - Name of the client
• Sales Person – Name of the person who sales products and services
• Date - A precise date the quote was created.
• Location - The place where the products or services are located.
• Status – This is status of the quote:Quoted, Negotiating, Accepted or Denied, etc.
• Total Cost - A final price of the products or services with discounts and taxes included if chosen.
• Note - A field where you can add some additional information of your choice.

To make some changes you just have to click on the quote and you will be redirected to the main module where it can be done.