Step by step
- Go to Jobs & planning › Quotes.
- Click To send for drafts (the number shows how many).
- Click Awaiting answer for finalised quotes the customer has not answered yet (still valid).
- Click Accepted for quotes the customer accepted.
- Click Declined & expired for declined, expired, replaced and withdrawn quotes.
- Click All to see everything.
- Narrow it with Search title or quote number or a customer (on a phone under More filters), then Search. Click a quote to open it.
Works together with
- QuotesPrice work before you do it. The customer accepts or declines by a link, or you record their answer. An accepted quote raises the approved amount on its job.
- The quote pageOne quote: its lines and totals, the approval link, the customer's answer and its versions, with the actions in the toolbar at the top.