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Quotes (Formerly Quotation requests)

The Quotes page lists all configurations that have been fully submitted by a user.
A request is considered “fully submitted” when it includes:

  1. Configuration data – All selected options and settings from the configurator.
  2. Completed request fields – Required form fields such as customer details, contact information, and other submission data.

This page is primarily used to manage and review requests that are ready for follow-up, quotation generation, or further processing.

Page Layout

Search and Filters

  • Search bar – Quickly locate specific quotation requests by entering a name, ID, or keyword.
  • Status filter – Narrow results by the current status (e.g., Open, Closed).
  • Reset button – Clears all filters and search terms to show the full list.

Table Columns

The default table contains the following columns:

ColumnDescription
#Unique quotation request ID.
StatusCurrent status of the request (e.g., Open, Closed).
UserThe user or customer who submitted the request (clickable to view their details).
CreatedDate and time the request was submitted.
ActionsQuick tools to manage the request (see full details below).

Note: You can add more columns to this table if required (e.g., currency, total price, product category) via the column settings.

Actions

Each row in the Actions column includes the following options:

  • Open copy – Opens the request as a new draft configuration so it can be modified without changing the original.
  • Preview – Displays the request in a read-only mode to see exactly what was submitted.
  • Edit – Opens the request for editing, allowing you to change configuration data or request fields.
  • Revisions – Shows the full revision history of the request, including timestamps and changes made.
  • Delete – Permanently removes the request from the system.
  • Resend mail – Resends the original quotation email to the customer.

Pagination

You can choose how many entries to display per page using the entries per page selector at the bottom of the table.
Available options are:

  • 10 (default)
  • 25
  • 50
  • 100
  • All (shows all configurations in a single view)

Use the pagination controls to move between pages when the selected view does not include all configurations.

Best Practices

  • Check quotation requests daily to ensure timely follow-up with customers.
  • Use the search and status filters to prioritize requests by urgency.
  • Preview before editing to confirm you are working on the correct request.
  • Regularly close completed requests to keep the list manageable.
  • Export requests periodically for reporting or analysis (if available in your system).