Reviewing quote information

Customer users can review information about their quotes in these ways:
  • On the Quotes Dashboard widget. This widget shows summary information about recent quotes.
  • On the Quotes List widget. This widget shows a list of all quotes that have been submitted by the customer's users. Users can filter the list by status and search for a quote.
  • On the Quote Details widget. This widget shows detailed information about an individual quote. Users accept or reject a quote from this widget.