View all project quotes in one place.
Prerequisites
Access to a project
Steps
Step 1: Open Quotes Tab
Click "Quotes" in the sidebar.
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Quotes Table
Shows for each quote:
Name: Quote name and number
Added by: Creator with avatar
Expiration date: Valid until date
Total: Quote amount
Actions: Three-dot menu
Actions
Click quote row to view details
Click "New" to generate quote
Use three-dot menu for:
Preview the quote
Download PDF
Delete
Click column headers to sort