Quotes & Requests

/quotes /quotes/:id /quotes/requests

Create, send and manage material quotes, and triage incoming requests from customers. The two tabs are detailed on their own pages below.

How to open it: top navigation → Quotes. Use the My Quotes and Requests tabs at the top.

My Quotes with KPIs and the quotes list — My Quotes — KPI strip (Total, Pending, Accepted, Drafts) and the quotes list. **New Quote** starts one; **Filter** narrows by status.

The two areas

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Build & send a quote

The full builder — catalog vs custom products, FF&E fields, Extras, Timeline, and sending/acceptance.

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Requests

Incoming customer quote requests and how to convert one into a quote.

My Quotes at a glance

The default My Quotes tab lists every quote you've created, with a KPI strip across the top — Total Quotes, Pending, Accepted and Drafts. Use New Quote to start one (see Build & send) and Filter to narrow by status.