# Quotes dashboard (Quote feature)

{% hint style="info" %} <mark style="color:blue;">Path: Dashboard > Quotes</mark>
{% endhint %}

* [Definition](#id-1.14.x-quotesdashboard-quotebundle-definition)
* [Create a quote](#id-1.14.x-quotesdashboard-quotebundle-createaquote)
* [Read a quote preview card](#id-1.14.x-quotesdashboard-quotebundle-readaquotepreviewcard)
* [Update a quote](#id-1.14.x-quotesdashboard-quotebundle-updateaquote)
* [Delete a quote](#id-1.14.x-quotesdashboard-quotebundle-deleteaquote)
* [Related resources](#id-1.14.x-quotesdashboard-quotebundle-relatedresources)

## Definition <a href="#id-1.14.x-quotesdashboard-quotebundle-definition" id="id-1.14.x-quotesdashboard-quotebundle-definition"></a>

Users can monitor their quotes statuses and evolution through their user dashboard.

<mark style="color:red;background-color:yellow;">**WHO CAN USE THIS FEATURE?**</mark>

All users

## Create a quote <a href="#id-1.14.x-quotesdashboard-quotebundle-createaquote" id="id-1.14.x-quotesdashboard-quotebundle-createaquote"></a>

The process is described in detail in the following documentation: [Quote requests (Quote feature)](https://features.scnd.com/v2.0/front-office/quote-requests-quote)

## Read a quote preview card <a href="#id-1.14.x-quotesdashboard-quotebundle-readaquotepreviewcard" id="id-1.14.x-quotesdashboard-quotebundle-readaquotepreviewcard"></a>

The “Quotes” section in the user dashboard displays all quotes emitted or received (depending on the user’s role) as preview cards (figure 1).

Each card displays:

* The quote status (the statuses details are explained in the following documentation: [Quote feature - Business rules)](https://features.scnd.com/v2.0/core-concepts/quote-feature)
* The quote title
* The potential dates requested by the asker
* The location of the service
* The message related to the quote
* The offeror name
* The asker name

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/WHmTRgFqq16iEVtDxGqy/6956321827" alt=""><figcaption><p>figure 1</p></figcaption></figure>

To view the quote details, click “Show quote” (figure 2).

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/SxH5rWxFqTmoVZ0HWpRK/image.png" alt=""><figcaption><p>figure 2</p></figcaption></figure>

The quote details display:

* The quote number (figure 3), in the banner of the page

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/JD8QMilNEdeVwZ9tCNB1/6956321821" alt=""><figcaption><p>figure 3</p></figcaption></figure>

* “View message” (figure 4): displays the quote’s messaging thread

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/ERJ3V0M6vpnMPnlnEEO2/image.png" alt=""><figcaption><p>figure 4</p></figcaption></figure>

* The quote status (figure 5)

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/BxKz28B6BTNfHpgFqhaE/6956321815" alt=""><figcaption><p>figure 5</p></figcaption></figure>

* The quote detail (figure 6)

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/LH9VMx67tZOJcCunbQvB/image.png" alt=""><figcaption><p>figure 6</p></figcaption></figure>

* The status history (figure 7)

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/bbvHacfXPQX0CJG8Mkej/6956321809" alt=""><figcaption><p>figure 7</p></figcaption></figure>

* The offeror’s details (figure 8)

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/uIiZjPGEeUJfgPbf0Xag/6956321806" alt=""><figcaption><p>figure 8</p></figcaption></figure>

## Update a quote <a href="#id-1.14.x-quotesdashboard-quotebundle-updateaquote" id="id-1.14.x-quotesdashboard-quotebundle-updateaquote"></a>

Users can update quotes depending on their roles. Learn more about how to cancel here: [Bookings dashboard (Time-Based) - Update a Booking](https://features.scnd.com/v2.0/bookings-dashboard/bookings-dashboard-time-based-rendering-type#id-1.14.x-bookingsdashboard-basicsolution-updateabooking)

## Delete a quote <a href="#id-1.14.x-quotesdashboard-quotebundle-deleteaquote" id="id-1.14.x-quotesdashboard-quotebundle-deleteaquote"></a>

Users cannot delete quotes but askers can cancel a quote request.

{% hint style="info" %} <mark style="color:blue;">Path: Dashboard > Quotes > Show quote > Cancel</mark>
{% endhint %}

Click the button “Cancel” (figure 9) available on the quote details page.

<figure><img src="https://content.gitbook.com/content/n4EIoqjZx1xWQIo6LnjB/blobs/lnIS8E3AfDeeIYhwJH7Y/6956321803" alt=""><figcaption><p>figure 9</p></figcaption></figure>

## Related resources <a href="#id-1.14.x-quotesdashboard-quotebundle-relatedresources" id="id-1.14.x-quotesdashboard-quotebundle-relatedresources"></a>

**Front:**

* [Quote requests (Quote feature)](https://features.scnd.com/v2.0/front-office/quote-requests-quote)

**Dashboard:**

* [Bookings dashboard (Time-Based rendering type) - Update a booking](https://features.scnd.com/v2.0/bookings-dashboard/bookings-dashboard-time-based-rendering-type#id-1.14.x-bookingsdashboard-basicsolution-updateabooking)

**Business rules:**

* [Quote feature - Business rules](https://features.scnd.com/v2.0/core-concepts/quote-feature)