Manage Project Quotation

Manage Project Quotation is an Experience Designer application and one of several applications that replace the Project Portal mashup. You can use the application to locate a project, review all associated quotation versions, update customer details, simulate costing scenarios, and approve or cancel quotations, all from a single, unified interface.

The primary purpose of the application is to streamline and centralize the management of project quotations.

The application enables users to:

View, add, update, copy, and delete project quotation records and related data, such as customers, costing versions, material lines, and budget information.
Access detailed information about projects, customers, quotations, costing, and materials through dedicated forms and data grids.
Integrate seamlessly with other M3 applications and programs through links, bookmarks, and automation features.