For Delete the Quote, Click on Delete button, then deleted items will be moved to Trash.

In order to get back the deleted quotes, click on the Restore button in the Trash page and they will be restored to Quote list.

The Quotes can also be deleted permanently, by clicking on Delete Permanently button.

In the quotes list page, the following tabular data with the below-listed columns is displayed:

Quote #: The number of the quote is generated from Quote Settings automatically.

Client/Customer Name: The name of the client is reflected from Contact Management.

Amount: The total amount of the quote.

Quote Status: The current status of the Quote (Delivered, Accepted, Rejected, On-hold, Lost, Dead)

Title: The name of the Quote.

Quote Publish Status: Quote status field allows the admin whether to Published/Draft the Quote to the customer. If the Quote status is published then it will be displayed in Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel..

Quote date: Date of the Quote created.

Due Date: The date when the Quote expires and becomes overdue.

Quote View:

Quote, number is automatically generated by default and can be assigned manually as follows :

Global Settings–>Master Settings–>Quote Settings.

The Quote Number, Quote status, Customer address, Quote details and Authorised signature can be viewed in this page

The Client and Admin Notes, Terms & Conditions are displayed by default while creating the Invoice which are reflected from Quote Settings.

To Add new quote go to Sales -> Quotes and click on the button Add new quote.

The Quote Creation page is shows as follows:

Customer: Select the relevant Customer from the Customer list.

Currency: In this field, the data is filled by default based on the customer’s currency.

QuoteStatus: Quote status field allows the admin whether to Published/Draft the Quote to the customer. If the Quote status is published then it will be displayed in Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel.

Sale Agent: This field allows to assign a relevant third party.

Address and Delivery Address: Customer’s addresses are given in these fields, in order to deliver/ship the  Quotes.

Title: Entity that defines the name of Quote.

Prefix/Quantity: This prefix is set to a default value from Quote Settings.

Quote No: This number is automatically generated by default and can be assigned manually.

Reference: It refers to a particular Quote.

• Item/Product: The product name can be either manually typed or picked from the listed options.
• Quantity: The number of units being charged.
• Unit Price: The amount you charge per unit of items.
• Tax Rate: To apply tax to the item, click on the Tax field and select the relevant tax from the drop-down list.
• Discount: It can be applied to any particular item either as a percentage or a fixed value.
• Description: Additional information about the item/product. This will help the customer to understand the product’s features in a better way.

Additional Tax/Discount: Additional Percentage/value sum ups to Total Quote amount.

Additional Tax/Discount Format: Tax/Discount will be added after/before the product was bought.

The ‘+‘ icon symbol beside some fields allows you to directly add the particular’s through a Pop-up menu to their respective modules to add directly from here to those respective modules.

In the Quotes page, we can find the Quotes Filter and Summary for to know the complete details of all the existing Quotes.

The dashboard provides the information below:

Total Quotes: Total number of Quotes.

Accepted: Number of Quotes Accepted.

Delivered: Number of Quotes Delivered.

Rejected: Number of Quotes Rejected.

By clicking on Accepted Quotes, all the accepted quotes are filtered. Similarly Delivered, Rejected Quotes filters work respectively.

Both the Invoice and Quotes summaries have same features. For more information refer to the following link: