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Quotes dashboard (Quote feature)

Managing and monitoring the quotes made on the platform when quote Bundle is activated

Path: Dashboard > Quotes

Definition

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

WHO CAN USE THIS FEATURE?

All users

Create a quote

The process is described in detail in the following documentation: Quote requests (Quote feature)

Read a quote preview card

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)

  • 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 1

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

figure 2

The quote details display:

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

figure 3

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

figure 4

  • The quote status (figure 5)

figure 5

  • The quote detail (figure 6)

figure 6

  • The status history (figure 7)

figure 7

  • The offeror’s details (figure 8)

figure 8

Update a quote

Users can update quotes depending on their roles. Learn more about how to cancel here: Bookings dashboard (Time-Based) - Update a Booking

Delete a quote

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

Path: Dashboard > Quotes > Show quote > Cancel

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

figure 9

Related resources

Front:

Dashboard:

Business rules:

PreviousMessages dashboardNextBids dashboard (RFP rendering type)

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