The list of quotes
A user is not displayed in the list until he or she has created a quote.
The default list view displays active quotes only. You can specify, which quotes are active under Settings > Site settings > Statuses. You can also bookmark a filtered view or make it your default view, that way you don't have to filter a needed view each time.
The list can be sorted by the quote number, owner, date, payer, project and sum.
If you select at least one quote in the list, an additional bar will be displayed with batch commands and exporting options.
On the top of the list you can see, how many quotes have been made, their sum, margin, etc.
The status of the quote can easily be changed by clicking on it.
It also takes just one click to make an invoice of the quote (or order) by clicking Create invoice.
You can make your selection of statuses to be displayed using appropriate filters. Save the filtered view as your new default view, or as a bookmark.
If the user role has appropriate rights, users in that role can view or modify quotes of other users, also issue quotes and orders on behalf of others. User role permissions are granted by the site's administrator.
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