You can collectively view, manage and track quotes initiated for a specific customer in their respective profiles. On the Customer Details Page, you can view all quotations associated with a customer (both accepted and rejected). To access the list of Quotes tied to a customer,
Click on the "Customers" Module in the Menu.
Selecting a customer's name will take you to the Customer Details Page.
- The left pane shows their profile with their contact information.
- The right pane displays service level agreements and assets associated with that customer. - The middle pane consists of important sections like Details, Jobs, Notes, Quotes, and Invoices