The Quoter Portal within your Dashmanager menu includes several tabs that allow you to create and manage quotes, items inquiries, contacts, and more.Navigate to the Quoter Portal by selecting the 'Quotes' button at the top of the page within your Dashmanager Menu, as seen below.Quotes TabAfter selecting 'Quotes' from the Dashmanager menu, you will first arrive at the Quotes page. The Quotes page allows you to generate a quote with the "New Quote" button prominently display as well as search and manage any existing quotes.Note: To create a new quote, please visit our Create a New Quote Tutorial article more information.The 'Search Quotes By' section allows you to quickly find existing quotes by name, organization, etc. Click any of the bolded items to the right to search within the selected criteria, as seen below.The 'Showing all quotes with status any' section allows you to find quotes by status like, pending, Ordered, Lost, etc. Click either bolded item to filter which quotes you would like to view, including quotes owned by certain users or viewable by certain users.The 'Bulk Actions' section allows you to change the status of multiple selected (checked) quotes within the page, including the ability to delete multiple quotes you select.Viewing QuotesThe quote entries on the Quotes page display different columns containing information about each quote. Below is a description of all columns from left to right.Column NameDescriptionOwnerThe user/agent that originally created the quote.No. (Number)A unique number is generated when the quote is created and displayed here. If a quote is edited, a decimal number will be added to specify it was updated.DateThe date and time the quote was generated.NameThe name of the person the quote was addressed to.Org.The company name or organization associated with the quote.LocationThe city and state of the company/organization associated with the quote.Quote NameThe name of the given when the quote was created or the template name used to create the quote.TotalThe total cost included in the quote.RecurringIf applicable, this field includes the total recurring monthly charges included in the quote.StatusShows the current status of the quote, such as Accepted or Pending. The status can be changed by selecting the status drop-down in the quote you wish to update (choices include Pending, PO Received, Ordered, Fulfilled, and Lost.).√ (Responded Marker)Clicking this indicator allows you to set a green visual marker indicating the customer has responded to the quote. ActionsThe icons in this column allow you to view a quote, edit a quote, email a quote, and more.Note: If you wish to download a CSV file of the quotes page, select the 'Export to CSV' and select either 'Quote Data' or 'Quote and Item Data'.Quote Actions in More DetailThe 'Actions' section found to the far right of each quote in the 'Quotes' tab offers several options to view and modify a quote.Select the Magnifying Glass icon to view a pop-up window version of the quote, including other viewing options, and the ability to revise and copy the selected quote.Select the Pencil icon to revise the current quote, which will allow you to edit the details as if you were creating the quote.Select the Envelope icon to check the status of the quote (Sent, Processed, Delivered, Opened, or Clicked) and also send a new email to the recipient.Select the Speech Bubble icon to view and edit the Internal Note associated with the quote.Select the '...' icon to assign the quote to a person, create a copy of the quote, create a public link to the quote to download a PDF copy, or delete the quote.People TabThe People Tab allows you to view, store, and manage all people that have been sent a quote from this portal. You can also filter/search for people similar to how you can filter/search for Quotes on the Quotes tab.Note: Contacts are automatically added to the People section only when they have been added to a quote form.Items TabThe Items Tab allows you to view and manage all product/service items that you plan to include in quotes.Note: To create a new item that will show on this page, please visit our Adding a Brand New Item in Quoter article for more information. Templates TabThe Templates Tab allows you to view, manage, and create Quote Templates that are used when creating a new quote. Reports TabThe Reports Tab allows you to view various stats regarding quotes and sales, including a Sales Leaderboard, Top Accounts, Quotes by User, and more.