Quote List: The Quote List serves as the central hub where you can view, manage, and track all customer quote requests. From this list, you can access detailed information about each quote, including customer information, status, and request history. The Quote List allows you to stay organized and respond to customer needs efficiently.
Quote Sort
Click this dropdown to choose the condition to sort the quotes: Oldest quotes/Newest quotes.
Quote status
All: All quotes will be listed down when the admin clicks on this tab.
Read: This tab shows read quotes.
Pending: This tab shows up unread quotes.
In Draft Order: This tab shows up quotes that have been created Draft orders.
Order Placed: This tab shows up quotes that have been purchased.
Filter by Date Range Option :
2. We can refresh the data to see the latest changes in the Quote List.
3. Download CSV: Export the entire quote list to a CSV file, allowing you to analyze and manage your quotes offline, or share the data with other team members. This feature makes it easier to track large volumes of quotes and report on your quote requests.
