The Quotes section of Taskomat™ presents the list of all your quotes. At the top, the navigation bar allows you to filter the quotes and create a new one. Quotes can be filtered by:
Time period: you can set a custom time range and view only the quotes for that time period
Customer: you can view only the quotes related to a customer
Status: you can view only the quotes in a certain status: Draft, Ready, Sent, Accepted, Expired, Rejected.
In the navigation bar you will always find the period of time considered: by default it shows the quotes created from the beginning of the year to the current date.
Further down, you will find 4 boxes that indicate the quantity and total amount of the quotes of a given status:
Issued quotes: quantity and total amount of issued quotes
Pending quotes: quantity and total amount of quotes sent without response yet
Accepted quotes: quantity and total amount of accepted quotes
Rejected Quotes: quantity and total amount of rejected quotes
Both quantities and amounts change according to the filters set. For example, if I set only the month of March or only a specific client, I will see quantities and amounts related to this setup.
Below, the quotes are sorted in a list, sortable by name, date and amount. In the list, you will find the quotes with these elements:
Customer badge: identifies the customer associated with the quote
Quote name: identifies the name of the quote
Status: the status of the quote can be: Draft, Ready, Sent, Accepted, Expired, Rejected.
Amount: the total amount of the quotation net of VAT and other taxes
Creation Date: date the quote was created (even if it is still in draft)
Acceptance Date: date of acceptance of the quote by the customer
Actions: actions available for the quote
The actions available for each quote are different depending on the status of the quote itself. You can learn more by consulting the article on the quote detail.
The actions always available, regardless of the status of the quote, are:
Duplicate: creates a perfect duplicate of the quote, with identical descriptions, work units, cost lines and details.
Move: moves the quote to another customer (useful action when creating a duplicate)
Delete: deletes the quote and all the data associated with it
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Updated on: 22/08/2023