List of quotes

The interfaceList of quotesoffers acomplete and centralized viewof all quotes saved in the system. It allows users toview, track, filter or intervenequickly on each quote.

Information displayed:

Each line in the list presents the essential elements of a quote, including:

• Customer: The name of the customer concerned by the quote.

• road: The service, journey or service detailed in the quote.

• Date: The date the quote was created.

• Amount: The total amount of the quote.

• Payment method: The type of payment planned (cash, transfer, etc.).

• Due date: The validity deadline of the quote.

• Status: Indicates if the quote iswe hold, acceptedGolddenied.

Actions available:

From this list, you can:

• Add a new quote

• To modifyan existing quote

• DELETEan obsolete quote

• Filterto find a specific quote

• Accept or refusea quote

• Printthe document for sending or archiving

Benefits:

• Centralized view: all quotes are accessible at a glance.

• Simplified tracking: you quickly identify quotes awaiting action.

• Save time: quick access to main functions without changing interface.