Definition:

  • Quote: a quotation giving the estimated cost for a particular job or service.
  • New Quote: the user wants to create a new quote.
  • Quote Details: a description of a particular product or service item. The description could include model number, part numbers, and model name of products. It description could include service descriptions, such as information about work being performed such as tune-up, maintenance, servicing, etc.
  • Terms & Notes: an area for the user to provide a statement of intent or business procedures in handling matters, such as change request, billing, exchanges, returns, out-of-stock products, privacy, warranty, and shipping policies.
  • Attachments of File: additional files can be attached to the quote such as diagrams, pictures, or a statement of work.
  • Saved Quotes: the quotes that have been created and saved. These quotes have not been sent to the customer for signature or approval.
  • Pending Quote: a quote that is awaiting customer approval.
  • Expiring Quote: a quote that will expire within 3 days.
  • Approved Quote: a quote that has been signed by the customer.
  • Rejected Quote: a quote that has been rejected by the customer.
  • Expired Quote: a quote that has been sent to a customer, but no action was taken by the customer. The quote is no longer valid.