The Quotes section allows you to efficiently create professional quotations for your customers. In just a few simple steps, select the customer, add the items and customize the details to suit your needs.
As in the other sections of Casserole.pro, the list screen offers several practical features:
Customized views: Customized views apply to the quotation list. They allow you to select the columns you wish to see on the screen, adapting the view to your specific needs. You can also choose from pre-configured modes.
Select multiple quotes: The Operation button lets you select multiple quotes to perform batch actions, such as excluding or retaining items in your list, in order to refine your results.
View list button: Display the list of projects, companies, contacts, budgets or costs associated with the displayed quotes.
Export: Export the list of quotes to an Excel file.
The file will contain the columns currently displayed on the screen.
To include other columns, adjust the custom view before exporting.
Add a new quote (+) : Add a new quote quickly and easily using the dedicated, easy-to-access button.