An overview of the Quote List page in Service Agreement Quoter.
Quick Reference
- The Quote List page contains a list of all the Quotes currently in the system. It allows you to build and export lists of Quotes, as well as access the details page of a particular Quote.
- To access the Quote List page, click the “Quote List” button
in the top navigation bar on any page in Service Agreement Quoter.
- Click the “Edit” button
in the top-right corner of the screen to open the Filter panel. This panel allows you to apply various filters to the Quote List.
- Click the “Export” button
in the bottom-left corner of the screen to export the current contents of the Quote List (including any active filters) to a comma-separated values (.csv) file.
Introduction
The Quote List page is the home page of Service Agreement Quoter. Containing a list of all the Quotes currently in the system, this page allows you to build and export lists of Quotes, as well as access the details page of a particular Quote.
You can access the Quote List page from any screen in Service Agreement Quoter by clicking the “Quote List” button
Quote List
- Edit Filter Button
Click to expand the Filter panel and filter the Quote List by various criteria. See “Filter” for more information. - Quote List
Contains a list of all the Quotes currently in the system. Click on a column header to sort the table by the contents of that column. Click and drag the column headers to change the order of columns. - Quote
Click on a Quote’s Quote No (highlighted in blue) to view its details. See “The Quote Details Screen” for more information. - Export Button
Click to export the contents of the Quote List to a comma-separated values (.csv) file, taking the current filter into account. Depending on your browser’s settings, you may be prompted to select a download location, or the file may be automatically downloaded to your Downloads folder.
Filter
Click the “Edit” button
- Filter Options
Select one or more options among the available fields to filter the Quote List by various criteria. Click the ‘x’ icon next to a selected filter to clear it. Filters are additive; for example, if “Bronze” is selected under Contract Type and “Open” is selected under Status, only Quotes that match both of these criteria will be displayed. - Set As Default Button
Click to set the current filter as the default when navigating to the Quote List page in the future. - Reset Default Button
Click to clear all selected filters and reset the default filter to display all Quotes. - Clear Button
Click to clear all selected filters. - Close Button
Click to close the Filter panel.
Quote List - Columns
The Quote list comprises the following columns:
- Quote No: The Quote’s number. Click on this number to view the Quote’s details page.
- Serial No: The serial number of the piece of equipment attached to the Quote. If the Quote includes multiple pieces of equipment, ‘Multiple’ will be displayed.
- Make: The make of the piece of equipment attached to the Quote. If the Quote includes multiple pieces of equipment, this column will be blank.
- Model: The model of the piece of equipment attached to the Quote. If the Quote includes multiple pieces of equipment, this column will be blank.
- Description: The Quote’s description.
- Status: The Quote’s current status.
- Customer: The number and name of the Customer for which the Quote is being built.
- Equipment: The number of pieces of equipment included in the Quote.
- Quote Date: The Quote’s date. This defaults to the date the Quote is created but can be manually overwritten.
- Owner: The username of the Quote’s owner.
- Creator: The username of the Quote’s creator.
- Days Outstanding: The number of days the Quote has been outstanding. Equal to the difference between the current date and the Quote Date.
- Quote Total: The total cost of the Quote.