To view the list of requests for quote, go to Quotes (see Navigation).
The list includes the following columns:
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ID — the unique identification number of a request for quote as a link to its page (see Viewing quote details).
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Name — the name of a request for quote as a link to its page.
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Status — the current status of a request for quote:
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Pending — the request is received, but the proposal hasn’t been prepared yet.
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Waiting for approval — the manager prepared and sent a proposal, and is waiting for the customer's response.
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Declined — the proposal is rejected by the customer or manager.
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Accepted — the customer accepted the proposal.
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Expired — the customer didn’t respond within the specified time, and the proposal is no longer valid.
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Canceled — the request was canceled by the customer or manager before a proposal was prepared.
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User — the name of the customer user who created the request. This field is empty if the request was created by a manager.
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Account — the name of the linked account as a link to its page (see Viewing and updating account's details).
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Proposal — a marker indicating that a proposal has been prepared and sent to the customer.
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Manager — the name of the manager who prepared the proposal.
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Created at — the date and time when a request for quote was created.
