WorkQuotes
Quote details
OverviewThis article explains what users can review and do from quote details, including the follow-up actions that branch from the main detail view.When to use thisUse this article when you need a read-first view of the
Overview
This article explains what users can review and do from quote details, including the follow-up actions that branch from the main detail view.
When to use this
Use this article when you need a read-first view of the current record before editing it, communicating from it, or continuing the workflow.
How it fits into the flow
Quote details sits within Work / Quotes. It is designed to work alongside related articles such as Confirming a quote, Creating a quote, Editing a quote, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the current values, linked records, and status information shown on the page.
- Use the available actions to move into edit, communication, confirmation, or follow-up steps.
- Treat this view as the main reference point before taking a more focused action elsewhere in the feature.
- Common on-screen actions include Delete, Decline Quote, Print, Send Quote, Confirm Quote.
Important fields
- Pricing Type: Choose the option that best matches the current record.
- Duration (Hours): Complete this value carefully before you save.
- Duration (Minutes): Complete this value carefully before you save.
- People: Complete this value carefully before you save.