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Announcement
a year ago

Quotes' list

We added a new main menu position: Quotes that presents a list of all quotes grouped by project.

This feature requires enabling by Archdesk Support Team.

It is possible to search for quotes based on project data (only: project name or project reference) or quote data. At the first level (project level), there is the sum of data from the second level → it concerns only financial inputs. If any filters are set, then the sum is calculated only from quotes that meet filter criteria.

To see a list of tenders or purchase orders linked to quotes, the user can click on the green icon in columns Tenders/Purchase Orders. The grey icon means that there is no tender/purchase order linked to the quote.

It is also possible to set some filters and save their state. The table contains new options (on right-click menu) that allow you to save or reset filters. They work analogously to options related to saving the state column.