Quotes pipeline
Manage quotations from a visual pipeline (kanban board) so you can see status and total value at a glance. Each column is a stage you define.
Where to find it
Manager → Quotes. Top right, click the board icon to switch from list to pipeline view.
Add a stage
Scroll to the right of the board and click + Add label to create a new column.
Edit a stage (name & colour)
Click the three dots (...) on the right of a stage.
In the pop-up, set:
- Name — a clear title (e.g. Quote, Contacted, Done).
- Colour — pick a colour matching the status (hex value).
Click the checkmark to save. Use the trash icon to remove the stage.
Consistent stages and colours give a clean dashboard where you see current status and total pipeline value instantly.
Edit & reconfigure a quote
Open a quote from the Quotes list to reach its detail page.
Customer details
In the Customer section, click Edit to change the linked customer's personal and address details, then save.
Reconfigure
Click Reconfigure to reopen the configurator with all of the customer's previous selections pre-filled. Adjust the configuration, then click Apply to confirm — the quote is updated immediately with the new configuration.
The detail page also exposes PDF download, CSV export, and the quote's status and date.