Viewing quotations

To view quotations, you can use the following options:

Option	Description
Quotations list	A list of quotations. It is available by default. See Viewing quotations list.
Quotation Kanban board	A board divided into vertical lanes representing quotation statuses. Quotations are shown as cards in the lanes according to their status. See Viewing quotation Kanban board. The Kanban board is available if the Use kanban for Quotations checkbox is selected in Settings > Sales, under Quotations.

Viewing quotations list

To view the Quotations list:

Go to Sales.
Under Sales, click Quotations. The Quotations list is displayed.
Note. If the Kanban board is displayed, you can switch to the list view. To do this, in the top right corner of the Kanban board, click .

The Quotations list shows quotation details. The details can vary depending on the list settings. By default, the following details are available:

Status. A quotation processing status. For details, see Monitoring and changing quotation statuses.
Date. Date of the quotation's register records. By default, it is the quotation creation date.
Number. A quotation ID.
Customer. A customer that a quotation is created for.
Amount excl. tax. The quotation amount before tax.
Tax. The total tax amount.
Total. The quotation amount after tax.

To quickly find a certain quotation:

Sort the list by any column by clicking the column header. To change the sorting order, click the header again.
Search the list using the search field above the list.
Filter the list using the filters above the list:
- Status. Shows only the quotations with the selected status.
- Counterparties. Shows only the quotations created for the selected customer.
- Company. Shows only the quotations created for the selected company. This filter is available only if the Manage multiple companies checkbox is selected in Settings > Company, under Multiple companies.
- Responsible person. Shows only quotations where the selected manager is specified.

To view the details of a quotation:

Double-click the quotation line.
The quotation window is displayed. It shows all details of the quotation. If there are quotation variants, the variant bar on the Products tab shows all of them. To view the products included in a quotation variant, click the variant.

To quickly view additional information about a quotation:

Select the quotation line and then, under the list, expand Additional information. The information contains:
- Phone number and email specified in the Legal entity contacts section of a customer's card.
- Phone number and email of the customer's contact person.
- The customer's delivery address specified in the Legal entity contacts section of a customer's card.
- Print contact information link. Click it to print the customer's contact person details.
- Linked documents link. Click it to view the documents generated from the quotation. By default, the Linked documents window shows all types of the generated documents. To view only certain types of the generated documents, click Document types, select the checkboxes of the required document types, and click Save and close. Then, click Generate. The list of the generated document is updated to include only selected document types.

Viewing quotation Kanban board

This section is applicable if the Use kanban for Quotations checkbox is selected in Settings > Sales, under Quotations.

To view the quotation Kanban board:

Go to Sales.
Under Sales, click Quotations.
In the top right corner of the displayed window, click .

The Kanban board is displayed. The board lanes represent the quotation statuses. Quotations are shown as cards in the lanes according to their status. If colors are set for statuses, quotation cards are colored. This can help you quickly differentiate between quotation statuses. On each quotation card, you can quickly view a customer name and the total amount of the quotation. To view all details of a quotation, double-click its card.

To quickly find a certain quotation, filter the Kanban board using the filters above the board.

To quickly view additional information about a quotation:

Select the quotation card in a lane and then, under the Kanban board, expand Additional information. It includes information about the customer and related documents.

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