Quote Overview

Quote Overview

This article provides an overview of all offers created, including options for filtering, searching, and sorting.

Overview

The overview displays all offers that have been created, with the possibility to filter, search, and sort.

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

Filter

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

• Status: Choose which statuses to display
• Date created: Show offers that were created before, after, or in a specific date period.
• Expiration date: Show offers that have an expiration date before, after, or in a specific date period.

Search

The search field at the top allows you to search for the following options:

• Offer number (e.g. QO-00001)
• Reference
• Email recipient
• Alternative email recipient
• Customer:
  • First name
  • Last name
  • First name Last name
  • Company name

Display

Display lets you choose which columns to display in the overview.

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

The same applies to removing one or all columns.

Columns that are displayed by default:

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

You can sort on all columns by clicking on the arrows behind the column name.