Answer
The quotes overview shows all your quotes with status filters, statistics and quick actions.
Steps
- Go to Finance > Quotes in the dashboard.
- At the top you see three statistics cards: total number of quotes, value this month and number of accepted quotes.
- Use the status tabs to filter: All, Draft, Sent, Viewed, Accepted, Rejected, Expired.
- For each quote you can perform the following actions:
- Send: Send the quote by email (only for drafts). - Edit: Open the quote editor. - PDF: Download the quote as PDF. - Delete: Delete the quote (with confirmation).
Tips
- The status badge shows directly where each quote is in the process.
- For paid quotes you also see a green payment badge.
- Click on a quote to edit it. All changes are only saved when you click "Save".