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    • Expired — the customer didn’t respond within the specified time, and the proposal is no longer valid.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.