Quotes dashboard (Quote feature)
Managing and monitoring the quotes made on the platform when quote Bundle is activated
Last updated
Was this helpful?
Managing and monitoring the quotes made on the platform when quote Bundle is activated
Last updated
Was this helpful?
Users can monitor their quotes statuses and evolution through their user dashboard.
WHO CAN USE THIS FEATURE?
All users
The process is described in detail in the following documentation:
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 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
To view the quote details, click “Show quote” (figure 2).
The quote details display:
The quote number (figure 3), in the banner of the page
“View message” (figure 4): displays the quote’s messaging thread
The quote status (figure 5)
The quote detail (figure 6)
The status history (figure 7)
The offeror’s details (figure 8)
Users cannot delete quotes but askers can cancel a quote request.
Click the button “Cancel” (figure 9) available on the quote details page.
Front:
Dashboard:
Business rules:
The quote status (the statuses details are explained in the following documentation:
Users can update quotes depending on their roles. Learn more about how to cancel here:
