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Quotation+ overview

The overview page is a simple overview of the quotations with few options:

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The red marked buttons allows the user to adjust the quotations according to the users permissions

 

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Allows the user to create new quotations

 

 

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Allows the user to select the columns and save the list to a CSV file or Excel file

The quotation page

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Creating and Editing a quotation

This is the page for Creating and Editing a quotation.

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Managing the quotation

On a quotation you have a section where you can see and manage details about the quotation as well as see the Activity log for the quotation.

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Revisions

On a quotation you have a section where you can see the earlier revisions. When you click one of the revisions a pop-up appears that shows what the quotation looked like for that revision.

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