Viewing quote details

General

• ID — unique identification number of the request for quote.

• Status — the current status of a request for quote.
  See more details about statuses in Viewing the list of quotes.

• Created at — the date and time when a request for quote was created.

• Cancel comment — an explanation provided by the customer or 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 or declining a quote (see Declining a proposal).

• 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).

• Company name

• TAX ID

• Phone

• First name

• Last name

• E-mail

• Agree with Privacy Notice and Privacy Policy

• Comment — text of the request (if available).

• Request file — link to the attached file (if available).

If a proposal is sent to a 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.

List of products specified in the request:

• 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

Shows an object’s logs.
See more in Viewing an object log.