Customer Profile: Opportunities Section - Quotes Tab
The Quotes tab on the Customer Profile screen contains a list of all quotes on the customer record, displaying major details in the list view, including description, version, status, created and updated dates, and expiration. Quotes are documents you send to customers to propose services or projects and provide the estimated cost.
Each field on the Quotes tab is defined below.
| No. | Label | Definition |
| 1 | Description | Description of the quote. |
| 2 | Version | Version or iteration of the quote. |
| 3 | Status | Status of the quote. Status options include Completed, Draft, and Sent. |
| 4 | Created | Date the quote was created. |
| 5 | Updated | Date the quote was last updated. |
| 6 | Expires | Date the quote expires. |
| 7 | Doc ID | System-generated identifier for the quote. |
The following actions are available on the Quotes tab.
- Create a new quote for the customer by clicking the New Quote button. See the Create/Edit Quotes article for more information.
- Sort the results in the table by clicking the column label in the table header.
- Edit the quote by clicking the ellipsis at the end of the row and selecting Edit from the menu options. See the Create/Edit Quotes article for more information.
- Download the quote as a PDF by clicking the ellipsis at the end of the row and selecting Download from the menu options.
- Access quick actions for payments, charges, credits, or invoices on the customer account. See the Customer Profile: Quick Actions article for more information.