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The Quote Manager Admin Console

 

The admin console is an easy to use interface which lets you:

  • Add billable items and contacts,
  • Create and send quotes
  • View and respond to customer feedback
  • Track the overall progress of your quotes
  • Archive quotes and more.




Navigation


The drop down menu allows you to navigate to each major area of the interface:

  • Home – Contains a graphical summary of quote activity and status. See The Home Screen for more details.
  • Quotes – Allows you to create, edit and manage customer quotes. See Manage Quotes for more details.
  • Items – Allows you to add and manage billable items and item pricing. Billable items can be re-used in multiple quotes. See Manage Items for more details.
  • Reports – Allows you to generate reports on quotes generated, forwarded to customers, accepted, rejected and so on. See Reports for more details.

Configuration Options

  • Click the gear icon at top-right: