Quotes reference
The quotes module provides a pre-engagement workflow for managing enquiries, pricing them up, and tracking client responses before work is committed to a valuation job.
Reference pages
- Quotes table — column definitions, filter options, row actions, and grouping
- Quote wizard — creation wizard steps, fields, and validation rules
- Quote form — status lifecycle, form panels and fields, side panel tabs, actions, and signing
User guide
For task-focused walkthroughs, see the Working with quotes section of the user guide: