Tab "Quotations"
On the tab Quotations your created Quotation is listed. If you have submitted several Quotations, the last submitted one will be displayed. The preparation and submission of a Quotation is described here:
Quotation list for a Request
The following information is displayed:
Column | Description |
Submitted sum | Display of the submitted total of the quotation |
Status | The following statuses are possible: In preparation: You have created the Quotation but have not yet sent it to the client. You can delete the quotation. Offered: The quotation has been sent to the client. Invalid: Due to a change in the items list on the part of the client, your submitted quotation became invalid and must now be revised by you and sent to the client again. |
Order | If a Quotation has been ordered, the Order no. is displayed |
Attachments | Display of the paper clip icon if you have uploaded attachments to your listing. Number of attachments in brackets, e.g., |
Submitted on | Date/time of the last submitted quotation |
Created by | Name of the user who submitted the last quotation. |
Below you will find an overview of the functions on the tab "Quotations":
Button | Description |
Refresh  | Updates the contents of the list. |
Details  | Opens the quotation in a new window. Alternatively, double-click on the quotation line |
Create a quotation  | To create a quotation |
Delete quotation  | To delete a quotation |
Save Layout  | To save your changes to the table layout settings (including: column display, Order, and sorting) |
Reset Layout  | To reset ALL set layout settings back to factory settings |
| Export des Angebots als GAEB x83, x84 oder nach MS Excel |