Quote Overview

When viewing a quote you can see all the details of a particular quote.

Near the top right you will find a box that will show the quote number as well as the date that the quote is valid until.

The top left shows the company information for the owner company and below that shows the information for the company to whom the quote is assigned. Under the title of the quote is a box that shows details about the quote.You can see the project that the quote is associated with. If the quote is associated with a milestone that will display next. Any tags that have been entered for the quote also display here and lastly any assignees for this particular quote will display in this section.

The services area shows all the services attached to the quote. You can see the name and description of each service as well as the quantity, and any discounts and taxes associated with each service. The line total totals all discounts and taxes and displays the total for the service based on the quantity entered.

At the bottom of the page the accept and deny buttons allow the user to approve the costs or deny the costs. If you have defined invoices to be automatically created then the acceptance of a quote will mark the quote as accepted and automatically publish the first invoice associated with this quote.