Open the board
On the web, select Quotations under Operations. The page, Quotation pipeline, has a column for each status: Draft, Sent, Approved, Rejected and Revision requested.
Work the cards
Each card shows the quotation number and amount. Select a card to open its ticket on the Quotation tab.
Draft cards also have Edit draft, which opens the builder straight away for anyone who can build quotations.
The quotation page
A quotation's own page shows its lines, totals and Version history, and is where the responsible role decides on an internal ticket's quotation. To send a revision, use the ticket's Quotation tab.
On the mobile app
The app has no board. Open More, then Quotations, for a list you can filter by status.
Tips
- Check the Revision requested column daily. Those clients are waiting on you.
- The board loads the latest 100 quotations. Use the ticket list for older ones.
Frequently asked questions
- Can I drag a card to change its status?
- No. A quotation's status changes only by sending it or by the client's decision.
- What does Sales see here?
- Sales see the quotations for the clients they manage.
Still stuck?
Our team can look at your request or account with you.