Viewing quote details

To view details of a request for quote:

1. Go to Quotes (see Navigation). The list of requests for a quote is displayed (see Viewing the list of quotes). 

2. Click the ID or name of the required request for a quote. The quote details page is displayed.

The page contains the following elements:

• General information:ID — unique identification number of the request for quote.Status — the current status of a request for quote:Pending — the request is received, but the proposal hasn’t been prepared yet.Waiting for approval — the manager prepared and sent a proposal, and is waiting for the customer's response.Declined — the proposal is rejected by the customer or manager.Accepted — the customer accepted the proposal.Expired — the customer didn’t respond within the specified time, and the proposal is no longer valid.Canceled — the request was canceled by the customer or manager before a proposal was prepared.Created at — the date and time when a request for quote was created.Cancel comment — an explanation provided by the manager when canceling a request for quote (see Canceling a request for quote).Decline comment — an explanation provided by the customer or manager when rejecting a proposal (see Declining a proposal).

• Account information:Account — the name of the linked account as a link to its page (see Viewing and updating account's details).User — the name of a customer's user who created a request for quote as a link to their page (see Viewing and updating user information). Not displayed if the request was created by a manager on behalf of the customer (see Creating a quote).

• Quote details:Comment — text of the request (if available).Request file — link to the attached file (if available).

• Proposal details — if a proposal is sent to the customer (see Sending a proposal to the customer):Proposal — the proposal file.Valid until — the date until which the customer can accept the proposal.Comment — additional information about the proposal provided by the manager.Manager — the name of the manager who sent the proposal, shown as a link to their page (see Viewing and updating manager's information).Created at — the date and time when the manager sent the proposal to the customer.

• Products — list of products specified in the request (if any):ID — unique identification number of a product as a link to its page (see Viewing and updating product information).Product name — as a link to a product details page.Quantity — the requested quantity.

• Log — see Viewing an object log.