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Finish setting up your workspace
Add your own pricing, fees and preferences so quotes use your numbers.
0 of 11 done · Next: How your pricing is quoted
Continue setupLoading page
version v1.0.0-9c6d31c
Search for a command to run...
Add your own pricing, fees and preferences so quotes use your numbers.
0 of 11 done · Next: How your pricing is quoted
Continue setupPrepare the customer, open the focused quoting tool, and follow the latest sent estimates.
| Actions | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| EST-A7K2Open demo customer estimate | Solar + battery | Amelia Chen Sales | $28,640.00 | Viewed | Not due $8,592.00 · Direct | Not linked | |||
| EST-Q4M8 | Solar PV | Amelia Chen Sales | $18,950.00 | Sent | Not due $5,685.00 · Direct | Not linked | |||
| EST-6RTP | Battery | Noah Williams Sales | $12,780.00 | Accepted | Paid $3,834.00 · Direct | Not linked | |||
| EST-H9W3 | Solar + battery | Noah Williams Sales | $24,700.00 | Viewed | Not due $7,410.00 · Direct | Not linked | |||
| EST-2XFN | Solar PV | Amelia Chen Sales | $16,430.00 | Sent | Not due $4,929.00 · Direct | Not linked | |||
| EST-B5J7 | Battery | Noah Williams Sales | $21,490.00 | Accepted | Awaiting payment $1,000.00 · Finance | Not linked |