Quotes & Invoices Dashboard

The dashboard provides a centralized view of all your quotes and invoices with powerful filtering and search capabilities.

Dashboard Features

Quotes Tab

Paginated list of all quotes (25 per page)

Search by quote number

Filter by date range

Status badges showing quote state

Quick actions for view, edit, and convert

Invoices Tab

Paginated list of all invoices

Search by invoice number

Filter by date range

Status badges with color coding

Quick actions for view, payment, and PDF

Header Actions

New Quote - Opens the quote creation wizard

New Invoice - Opens the invoice creation wizard

Resume Draft - Access saved drafts

Table Columns

Both tabs display essential information including:

Document number (auto-generated)

Customer name

Date created

Status

Total amount

Action buttons

The dashboard provides a centralized view of all your quotes and invoices with powerful filtering and search capabilities.

Dashboard Features

Quotes Tab

Paginated list of all quotes (25 per page)

Search by quote number

Filter by date range

Status badges showing quote state

Quick actions for view, edit, and convert

Invoices Tab

Paginated list of all invoices

Search by invoice number

Filter by date range

Status badges with color coding

Quick actions for view, payment, and PDF

Header Actions

New Quote - Opens the quote creation wizard

New Invoice - Opens the invoice creation wizard

Resume Draft - Access saved drafts

Table Columns

Both tabs display essential information including:

Document number (auto-generated)

Customer name

Date created

Status

Total amount

Action buttons

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Quotes & Invoices Dashboard

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Quotes & Invoices Dashboard

Dashboard Features

Quotes Tab

Invoices Tab

Header Actions

Table Columns

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Related Articles

Dashboard Features

Quotes Tab

Invoices Tab

Header Actions

Table Columns

Was this article helpful?

Related Articles

Related Articles

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