You can find all information regarding quotations in the quote's dashboard.
Public link and view as client
Public link
You can now easily share the link to your quote by copying it from the quote screen (to the right of the quote). You can then easily paste it into a message.
View quote as client
You can also view the quotation as a client. You can then see exactly how the client ultimately sees the quotation. Handy to check if the quotation looks good before sending it.
Quote viewed by client?
Sometimes you wonder whether the client has viewed your proposal. That is why you can see for each quote whether and how often it has been viewed by the recipient(s).
Publish, accept/reject or duplicate a quote and more
Above the quote, you can find the button 'more'. Select this button to be able to publish, accept or reject, duplicate, archive, create task for, and delete the quote.
When you publish a quote, a public link is generated which you can share with partners or colleagues, without having to send the quote to an email address.
Download or print a quote
Next to the 'more' button you can find the 'download' button. It allows you to download the full quote or a separate tab. You can download specific parts of the quote rather than having to download the entire quote. This may apply when you, for example, only want to print the cost overview.
Add notes
Found below the public link, you can find a section to add notes about the quote. This note section is for internal purposes and cannot be seen by the client.
History
Found below the public link and notes, you can see the quote's history showing all executed actions of a certain quotation.
