View quote details

To view details of a request for quote:

1. Go to Quotes (see Navigation). The list of quotes is displayed (see View the list of quotes). 
2. Click the ID or name of the required quote. The quote details page is displayed.

The page contains the following elements:

• General information:
  • ID — unique identification number of the request for quote.
  • Created at — the date and time when a request for quote was created.
• 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 Create a quote).
• Quote details:
  • Comment — text of the request (if available).
  • Request file — link to the attached file (if available).
• 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.