New Quotation: Once created, the quotation appears in the “All Quotations” list.
Create Project & Contract: Option to generate a project and contract based on the quotation.
Create Ad-Hoc Invoice: Generate an invoice directly from the quotation.
Create Delivery Order: Generate a delivery order based on the quotation.
Edit Option: Option to edit the quotation details.
Duplicate Quote: Option to duplicate the quotation for reuse.
Print: Print the quotation.
Email: Send the quotation via email.
Download: Download the quotation as a file.
Delete: Option to delete the quotation.
Date Range Filter: Select a specific date range to filter quotations.
Status Filter: Filter quotations by status:
- All: View all quotations.
- Success: View successful quotations.
- Submitted: View quotations that have been submitted.
- Expired: View expired quotations.
Export Option: Export the filtered data as an Excel report.