The Quotes grid is accessible by clicking on the Quotes navigation pane.
Additional grids are also available via this navigation pane similar to the Service navigation pane grids.
The Quotes grid displays information about the quote as a whole – such as the client, quote number, project assigned to, overall summary, overall category, prepared by, requested date, submitted date, approved date, valid until date and quote status.
The Quotes grid is useful for an overview of what quotes are in progress, completed, invoiced, or closed. For example, the sales manager may view the screen to quickly filter what quotes are waiting on response from a client for acceptance.
If you do not wish certain columns to display, just right-click on the column heading to bring up a list of all displaying columns and uncheck it.
To open the quote that is displayed in the row, select the Quote number.
