Quotes
7 articles, in order
- Quotes overviewA quote in Qoblex is a sale order that is still in Quote status: a draft offer you send to a customer before they commit to buy.2 min
- Find and filter quotesThe Quotes screen lists your quotes in a table you can narrow down to the exact records you need.5 min
- Read the quotes tableThe quotes table lists your quotes as rows in a data grid, one quote per row.4 min
- Inspect a quote’s productsThe quotes table has a Products column that lets you review the line items on a quote without leaving the list.3 min
- Customize quote columns and sortingThe quotes table lets you choose which columns are shown, drag the standard columns into the order you prefer, and sort the list by the columns that matter to your workflow.5 min
- Save and manage custom quote viewsCustom quote views let you save a set of quote filters, sorting, and visible columns as a named tab on the Quotes screen.4 min
- Quotes troubleshootingUse this guide when the Quotes page, a saved custom view, or a single quote does not behave as expected.5 min