Quotes table reference
The quotes table is the main view of the quotes module, accessible from the Quotes navigation item. It uses an AG Grid data grid to display and filter quotes.
See the Finding quotes guide for task-focused instructions.
Columns
| Column | Shown by default | Description |
|---|---|---|
| Quote ref | Yes | The unique quote reference number. Pinned to the left. Click to open the quote as a full page. |
| Branch | Yes | The branch associated with the quote. Hidden for single-branch companies. |
| Status | Yes | The current status of the quote. See status lifecycle. |
| Rejection/Cancellation reason | No | The reason the quote was rejected or cancelled. Appears when Show completed is on. |
| Quote Amt | Yes | The quoted fee (excl. GST), formatted as currency. |
| Linked job | No | The reference number of the valuation job linked to an accepted quote. Appears when Show completed is on. |
| Street number | Yes | Property house/unit number. |
| Street name | Yes | Property street name. |
| Suburb | Yes | Property suburb. |
| State | Yes | Property state. |
| Postcode | Yes | Property postcode. |
| LGA | Yes | Local government area. |
| Zone codes | No | Zoning codes. |
| Area size | No | Land area. |
| Category | No | Valuation category. |
| Property type | No | Property type. |
| Short notes | Yes | Internal short notes field. |
| Client | Yes | Names of the client contacts linked to the quote. |
| Date received | Yes | Date the quote enquiry was received. |
| Date due | Yes | Date the quote response is due. Highlighted when overdue. |
| Turnaround | Yes | The job turnaround period (e.g. 5 business days). Used to calculate the job's due date when accepted. |
| Assignee | Yes | The staff member assigned to manage the quote. |
| Quoter | Yes | The staff member who priced the quote. |
| Valuer | Yes | The valuer who would do the job if accepted. |
| Additional valuers | Yes | Any additional valuers assigned. |
| Actions | Yes | Per-row action buttons. See Row actions. |
Filters
Toolbar filters
| Filter | Description |
|---|---|
| Search quotes | Text search applied across all visible columns in the grid. |
| Show completed | Toggle to include accepted, rejected, and cancelled quotes in the results. Off by default. |
| Reset filters | Appears when any filter is active. Clears all active filters. |
AG Grid column filters
Each column supports a filter accessible via the column header. Column filters are available in the AG Grid side panel (click the filter icon in the toolbar). Common filter types:
- Text columns (address fields, short notes, client) — text contains/starts with/ends with
- Set columns (status, branch, assignee, quoter, valuer) — multi-select checkbox list
The Status column filter only shows in-progress statuses when Show completed is off. Enable Show completed first if you need to filter by Accepted, Rejected, or Cancelled.
Legacy filter panel
The legacy filter panel can be enabled from the options menu (⋮ button). It provides a side panel with the following filter fields:
| Field | Description |
|---|---|
| Search | Free text search across visible fields. |
| Show completed quotes | Toggle to include completed quotes. |
| Status | Filter by a single status. |
| Assignee | Filter by assignee. |
| Valuer | Filter by responsible valuer. |
| Quoted by | Filter by the user who priced the quote. |
| Signed by | Filter by a user who has signed the quote. |
| Quoted amount — Min | Minimum quoted fee (inclusive). |
| Quoted amount — Max | Maximum quoted fee (inclusive). |
| Date received — After | Show quotes received on or after this date. |
| Date received — Before | Show quotes received on or before this date. |
Row actions
Context menu
Right-click any row to show the context menu. Available items depend on the quote's current status and your permissions:
| Action | Availability |
|---|---|
| Edit quote / Open quote | Always (subject to view permission). |
| Accept quote | Quote is Awaiting reply and you have edit permission. |
| Reject quote | Quote is Awaiting reply and you have edit permission. |
| Cancel quote | Quote is in any in-progress status and you have edit permission. |
| Delete quote | Requires delete permission. Only available when the quote is in a deletable status. |
Double-click
Double-clicking a row opens the quote editor dialog.
Action buttons
Each row has inline action buttons in the Actions column for quick access to Accept, Reject, Cancel, and Delete (where available).
Column grouping
The following columns support row grouping:
- Status
- Branch
- Assignee
- Quoter
- Valuer
- Additional valuers
- Client
Right-click a column header and choose Group by this column to enable grouping. Choose Remove group to disable it.