Quotes

Review and manage customer quotes: find, read the quotes table, inspect products, customize columns, and save reusable views.

01. Quotes overview

A quote in Qoblex is a sale order that is still in Quote status: a draft offer you send to...

02. Find and filter quotes

The Quotes screen lists your quotes in a table you can narrow down to the exact records you need. You...

03. Read the quotes table

The quotes table lists your quotes as rows in a data grid, one quote per row. Each column shows a...

04. Inspect a quote’s products

The quotes table has a Products column that lets you review the line items on a quote without leaving the...

05. Customize quote columns and sorting

The quotes table lets you choose which columns are shown, drag the standard columns into the order you prefer, and...

06. Save and manage custom quote views

Custom quote views let you save a set of quote filters, sorting, and visible columns as a named tab on...

07. Quotes troubleshooting

Use this guide when the Quotes page, a saved custom view, or a single quote does not behave as expected....