Quotes grid

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Quotes grid



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 quickly viewing which quotes are in progress, completed, invoiced, or closed. For example, the sales manager may view the screen to quickly filter  which quotes are waiting on response from a client for acceptance.


The Quotes grid is also used so you can view and/or edit a Quote by selecting the Quote number from this grid.


And you can also create a new Quote from the Quotes grid or generate a service workorder from the selected Quote in this grid


See also:

Setting what columns display in a grid

Accessing data displayed in grids

Adding, editing and deleting data for display in a grid

Jump buttons

How do I generate a service workorder from a quote?



Security Group internal object: Object.WorkorderQuote

Forbidden: User of that security group can not see the Quote navigation pane grids at all
Read Only: User can view the Quote navigation pane grids but can not create new quote
Read/Write or Read/Write/Delete: User can view the Quote navigation pane grids and create new