How to manage quote details?

You can view and manage all the details of a quote from the quote detail page. Here is what you will find:

Viewing quote details:

1. Click Quotes in the left sidebar.
2. Click on a quote to open its detail page.
3. The main area shows:
   • Quote number and status badge at the top.
   • Client information with a link to view their full profile.
   • Quote Date and Expiration Date.
   • Line items organized in sections, with item name, type, quantity, rate, and amount.
   • Price summary showing subtotal, markup, discount, taxes, and total.
   • Deposit tracking if a deposit was requested (deposit required, deposit collected, deposit balance).
   • Deposits received showing payment history with dates, methods, and amounts.
   • Send history showing when and how the quote was sent.
4. The right sidebar shows:
   • Quote total or deposit balance.
   • Payment methods enabled for deposits (Card, ACH/Bank).
   • Contract signatures status (your signature and client signature).
   • Attachments with links to view or download.
   • Job location, Note for Client, and Internal Notes.
   • Client feedback if the client requested changes.

Actions available on the detail page:

• Print / Download -- Opens the PDF in a new tab for printing or saving.
• Copy Link -- Copies a shareable link to the quote (available once sent).
• Edit -- Opens the quote editor.
• Send / Send Reminder -- Sends the quote or a reminder to your client.
• More Actions -- Access to Mark as Sent, Mark as Approved, Revoke to Draft, Archive, Delete, Download PDF, and Preview as Client.
• Convert to Invoice -- Available when the quote is approved.

On the Mobile App

Tap the Quotes tab, then tap any quote to open its detail screen. You will see:

• Amount card at the top showing the quote total (or deposit balance) and the current status.
• Client name and company (tap to view their full profile).
• Quote Date and Expiration Date.
• Line items with name, quantity, rate, and amount.
• Totals showing subtotal, markup, discount, tax, shipping, and grand total.
• Deposits received with payment history.
• Attachments, Job Location, Note for Client, Internal Notes, and Send History.
• Contract Signatures showing your signature and client signature status.

Actions at the bottom of the screen:

• Send Quote (draft) or Send Reminder (awaiting response).
• Convert to Invoice (approved quotes).
• More button for additional actions: Edit, Mark as Sent, Mark as Approved, Copy Link, Revoke to Draft, Archive, and Delete.

Tap the eye icon in the top-right to view the PDF when available.