You can view Quotes/Contracts by clicking on the dashboard box or by clicking on "View Quotes/Contracts" from the sidebar, which will bring you to the "Quotes/Contract" screen where you can view your quotes/contracts and perform many other functions.


Learn More:    Creating a No package         No package

                       Creating a Weekly package   Weekly package

                       Creating a Monthly package  Monthly package

                       Creating a Fixed package       Fixed package

                       Creating a Variable package    Variable package

                       Approvals     How Approvals work

                       Contract Overview: Overview of Proposals/Contracts



From the Quote/Contract screen you can see information at a glance and link to additional details, and perform many other functions: 


You can sort columns, create a quote/contract, copy a contract, and create a production order from a sold contract. Using links, you can view the details of a contract, view and edit client information, and delete a contract.



You can narrow your view using a filter or use the search to be more specific.


You can filter your view by different criteria. See below