Quote overview
  • 05 Oct 2023
  • 1 Minute to read
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Quote overview

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Article summary

Overview

The overview shows all offers created with the possibility of filtering, searching and sorting.

  1. See the offer overview
  2. Add filter for your dashboard
  3. Search
  4. View lets you choose which columns to display in the dashboard

Filter

From the filter, you can choose to make selections on what you want to display.

  • Status: Choose which statuses to display
  • Date created: View offers created before, after, or in a specific date range.
  • Expiration: View offers that have expiration dates before, after, or in a specific date range.

The search bar at the top allows you to search for the following choices:

  • Offer Number (e.g. QO-00001)
  • Reference
  • Mail recipient
  • Alternate mail recipient
  • Customer:
    • Forename
    • Surname
    • First name Surname
    • Company name

View

View lets you choose which columns to display in the dashboard.









Select the column you want to display and click "Add". Alternatively, you can click "Add All" to display all columns in the overview.

The same goes for removing one or all columns.

Columns shown by default:

  • Offer number
  • Customer
  • Date created
  • Expiration date
  • Created by
  • Status
  • Total (total price of offer)

One can sort on all columns by clicking on the arrows behind column names.

Locked columns
The quote number and customer name are locked and cannot be removed.

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