How to use our Quote Board
The Quotes Board page gives you a clear, organized view of all your quotes, grouped by their current status—whether they're in progress, awaiting approval, or have been accepted. You can easily track each quote's stage and manage your workflow with a simple drag-and-drop feature. If a quote moves to the next phase, just drag it into the appropriate status category, and it’s instantly updated. This interactive layout helps you stay on top of all your quotes, allowing you to quickly identify what needs attention and what’s ready for the next step. With everything in one place and easy-to-use tools for managing quote statuses, the Quotes Board page makes the quoting process smoother and more efficient.
Dragging Project Quote
The Quotes Board allows you to manage your projects effortlessly by dragging and dropping them between columns to update their statuses. You can move quotes to different columns to track their progress, whether they’re outstanding, under client review, pending approval, or ready to be converted into a project. This provides a clear overview of your quotes at every stage.
Quote Board Columns
The Quotes Board is organized into columns, ensuring all your quotes are sorted by their current status. Columns include Client Requests, Pending Approvals, Quotation Rejected, and Quotation Approved. You can easily drag and drop quotes between columns to update their status. Additionally, you can click on any quote to view its details, edit it, or delete it as needed.
Full Quote Board
When a project is rejected, it will appear in the "Rejected Quotations" column on the Kanban board. This section will display the reason for the rejection, which can be addressed and corrected by the admin.
Quote Board List
To quickly view all quotes in your account, go to the quote board and click the list button on the far right. You'll see a categorized list of quotes by request, pending, rejected, and approved statuses.
Export Quote
To save the current quote as a PDF, navigate to the quotation details section on the quote board and click the "Export Quote" button.
Understanding List View
The List View provides a clear, organized layout to easily access and manage your clients and projects.
