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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Manage Quotes > Archive A Quote
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To The Quote Manager Module
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About Comodo Security Solutions

Archive a Quote

 

  • Archived quotes are hidden from the list in the 'Home' and 'Quotes' interfaces. You may want to archive a quote if it is accepted, rejected or withdrawn.
  • You can re-add archived quotes to the live list at anytime.
  • Click 'Quotes' on the left to open the quotes interface.
  • Click the 'Archive' icon at the right end of the quote:



Note: The archive icon is only available for the quotes with the statuses 'Accepted', 'Rejected' and 'Withdrawn'.

The quote will be moved to archive.


View the list of archived quotes

  • Click 'Quotes' in the left side navigation
  • Select the status filter criteria for the list of archived quotes you wish to view, from the left drop-down, beside 'Filter'
  • Select 'Archived' from the right drop-down,beside 'Filter'.



  • Click the 'Unarchive' icon at the right end of the quote row, to re-add an archived quote to list of live quotes.
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