Documentation Quotes
Detailed guide

Quotes

The workspace-wide quote index for monitoring quote lifecycle, billing method, and commercial readiness across projects.

Quotes is the cross-project commercial commitment queue. It helps teams prioritize quotes that need update, send, acceptance follow-up, or billing handoff validation.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Use status and billing-method filters to focus commercial follow-up.
  • Prioritize sent quotes approaching expiry and accepted quotes awaiting billing handoff.
  • Open quote detail for line integrity and milestone billing checks.

Put it into practice

  1. Start by reviewing quote status cards to understand where portfolio quote effort is concentrated.

    InteractionsQuotes page top cards: inspect Draft, Sent, Accepted, and Rejected counts.

  2. Apply Status, Client, and Project filters to isolate the commercial pipeline segment you are managing.

    InteractionsQuotes filter toolbar: set status/client/project filters.

  3. Use Billing Method filter to narrow by quote invoicing model before actioning lifecycle transitions.

    InteractionsQuotes page: set Billing Method filter in the extra filter control.

  4. Search for reference, PO, or quote number to find one record fast, then open detail for deeper checks.

    InteractionsQuotes search input and table row detail link.
    Open workflow: Quote Workflow

  5. After quote updates, return to the index and verify lifecycle movement or filter-cleared visibility.

    InteractionsQuotes index: clear filters and confirm updated row state.

What to review

Quote status cards

Shows Draft, Sent, Accepted, and Rejected counts for quick lifecycle triage.

Status, Client, and Project filters

Narrow quote set to relevant project and customer scope.

Billing Method filter

Filters quotes by billing structure such as single invoice, milestone, schedule, work completion, or repeated.

Search box

Searches quote number, client, project, status, billing method, reference, PO, totals, and dates.

Quotes table and detail links

Shows lifecycle and commercial context per quote and opens quote detail for full review.

See guide: Quote Workflow

Guardrails

  • Quote list status and billing-method context should align with detail records before pipeline reporting decisions.
  • Dates (issued or expiry) should be interpreted alongside quote status to avoid false urgency.
  • Viewing quote index requires quote-view permissions; send/accept/update actions remain role-gated in quote detail workflows.

If it starts drifting

  • If quotes appear missing, clear all filters including billing method and check permissions.
  • If totals or margin context look stale, open quote detail and cross-check linked estimate lineage.