You can find all information regarding quotations in the quotes dashboard.

Sharing link

We now made it easy to share a link to your quotation by copying the public link shown (on the right side) in the quotation screen. You can easily paste this link into a message.

Add notes

Found below the public link, you can find a section to add notes about the quotation. These notes can be seen internally only.

History

Found below the public link and notes, you can see the quotation's history showing all executed actions of a certain quotation.

More

On the screen, above the quotation, you can find the button 'more'. Select this button to be able to accept, reject, duplicate, archive, create task for, and delete the quotation.

Download quotation

Next to the 'more' button you can find the 'download' button. Our new function now allows you (digital quotations only) to download the quotations' tabs separately. You can download specific parts of the quotation rather than having to download the entire quotation. This may apply when you, for example, only want to print out the cost overview.

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